Comprehensive Wealth Planning Services
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki
Life changes, and so do your financial needs. Comprehensive planning, thoughtful advice and integrated solutions help you prepare for and meet all the critical events throughout your financial journey.
Investment Management Goals-based strategies Tax sensitive strategies Risk profile assessment Asset allocation and rebalancing strategies
Retirement PlanningSocial Security claiming strategies Retirement plan investments Retirement plan distributions Retirement income strategies Stock option grants or restricted stock
Life Transitions StrategiesRetirement Retirement relocation Death of a loved one Job change Coping with Illness Marriage Birth of a child Sudden income Divorce |
Wealth Preservation StrategiesTypes of ownership Wealth preservation strategies Family wealth planning with next generation
Charitable and Community GivingDiscuss various charitable techniques Explore strategies to instill philanthropic values in the next generation
Education PlanningEducation savings strategies & 529 programs Invest for children or grandchildren Identify suitable tax-advantaged investments
Cash Flow/Cash ReserveEmergency funds Cash alternatives Budgeting |
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The Lewis Financial Group acts solely as a registered investment adviser and does not provide any legal, accounting or tax advice. You should seek the counsel of a qualified accountant and/or attorney when necessary.