Creative Planning

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Lenox Wealth Management is an employee-owned, publicly traded company that has been providing financial solutions since 1887. It offers financial planning services in the areas of corporate benefit plans, cash flow analysis, and insurance and risk management. The company also provides estate planning and liability management solutions. It serves the complex and individual needs of customers. The company is a member of the National Association of Personal Financial Advisors. In addition, it offers family office and asset management services. The company conducts financial and investment review meetings that focus on topics related to economic and market outlook, asset allocation and tax planning.