You Deserve
A Retirement
You Love.

Let’s develop a financial strategy that reflects your goals.

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Knowledgeable and dependable. Very organized in all aspects of financial investing. Love Dan and Deseree!

Cindy, Client

Sanford, FL.

Well informed, good teacher, happy. We feel comfortable with Dan and Deseree.

Kurt, Client

Sanford, FL.

You make sure your client understands the steps you take and always have options ready should we not like the proposed way.

Johan, Client

Oviedo, FL.

Company and advisor were well-informed

Rebecka, Client

Oviedo, FL.

Get Started in 3 Easy Steps

Get Started in 3 Easy Steps

First

Discover

Schedule a visit to sit down with us and discover what your ideal retirement looks like.

Second

Evaluate

Using the Xexis Structured Wealth Process, we’ll examine your current financial situation and determine your retirement needs.

Third

Plan

Receive a custom strategy to help you reach your unique retirement goals.

Every Tuesday, Wednesday, and Thursday at 6:00 pm
Tax & Income Planning Strategies
5:49 am-->|
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INSTANT DOWNLOAD

Would you like to avoid surprises at tax time?

Tax laws change every year — and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:

  • How inflation could affect your tax bill
  • Why proactive planning can help give you financial confidence
  • How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy
Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

Need more info?
Attend a live workshop

Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more.

Next Event

Check back later for upcoming events.

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Let’s Get Started

Fill out the form below to request your one-on-one visit with Xexis Private Wealth. During this visit, we’ll aim to get to know who you are and what you want out of retirement.

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