Ladder Strategists
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Service type
Introduction
Hello! My name is Alexis Lakins and I am a financial services professional. I also am and Major League Baseball wife and momma.
I am extremely passionate about helping families build, protect, and preserve their wealth. I help families make more, save more, pay less in taxes, get out of debt, retire early, and plan their estates.
Fortunately, I do not have to charge my clients because of my business model. I’ll explain that piece when we meet!
I look forward to having the opportunity to be a small part of your future planning.
Services offered
Service type
General financial planning
Retirement planning
Life insurance review
Investment review
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
5.0
4 reviews
5
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4
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3
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2
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1
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Oliva S.
Jul 20, 2021
Alexis helped me save on my student loan debt, improved my cash flow (literally more than $1000/month in savings), helped me picture and plan all of my short term, mid range, and long term goals!
Jordan R.
Jul 20, 2021
Hands down, Alexis and her team at Ladder strategists are the most professional, knowledgeable, caring, and helpful people. I have worked with many financial companies but rarely do you ever find one like this where they truly put their clients needs first, and always work in the best interest of their client. I would recommend them to anyone!
Jessica F.
Jul 20, 2021
I am appreciative that Alexis took time to educate us and show us options to make us more secure in my financial future
Travis L.
Jul 20, 2021
Alexis helped me retire early set up 2 accounts for my kids and helped me out a lot on taxes
Credentials
Background Check
Alexis Lakins