Broker Check

Integrated Employer Retirement Plan Account Management

Clients often ask, "Will your firm also advise me with my employer 401(k) funds?" We are pleased to provide active management of your eligible employer retirement plan accounts*. Employer retirement accounts may represent a significant portion of your overall wealth.

Many advisory firms and financial advisors may be limited in their ability to provide ongoing holistic advice on your employer-sponsored retirement plan due to regulatory and technological constraints. They may only discuss your employer retirement plan options in general terms, and we have found that clients desire a more personalized, hands-on approach when it comes to their employer retirement accounts with active monitoring and management. The Lewis Financial Group offers a unique state-of-the-art system that allows you to get the full suite of our services and advice for your employer-sponsored retirement accounts*. This would include our ability to actively rebalance, manage available plan investments, and provide ongoing monitoring of these assets with the same philosophy and oversight we use with your other accounts under our stewardship. For a complimentary consultation of your employer 401(k), 403(b), or other employer qualified plan assets, please connect with us. 

Personalization

We take into account your specific needs, personal risk tolerance, and goals-- not a one-size-fits-all approach.

Comprehensive

An integrated and cohesive approach to retirement planning, so everything works in harmony

Holistic

Professional review of performance and fees and decisions based off of your financial needs

*Please note, not all retirement plans may participate with the employer retirement plan management program. We can assist you with determining your employer's plan eligibility.