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 Planning

Social Security claiming strategies

Retirement plan investments

Retirement plan distributions

Retirement income strategies

Stock option grants or restricted stock


Life Transitions Strategies


Retirement relocation

Death of a loved one

Job change

Coping with Illness


Birth of a child

Sudden income




Wealth Preservation Strategies

Types of ownership

Wealth preservation strategies

Family wealth planning with next generation 



Charitable and Community Giving

Discuss various charitable techniques

Explore strategies to instill philanthropic values in the next generation



Education Planning

Education savings strategies & 529 programs

Invest for children or grandchildren

Identify suitable tax-advantaged investments



Cash Flow/Cash Reserve

Emergency funds

Cash alternatives




Connect with us to discuss your wealth planning needs. Click here to email us.  


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.