We provide a comprehensive analysis of your overall financial picture - including working to optimize the value of your compensation package and executive benefits - and can help identify and implement the appropriate solutions, services and strategies for your situation. Please note that we are best suited to assist clients with a minimum asset level of $1,000,000. On occasion, we may accept certain clients below this asset level on a case by case basis at our discretion (examples would be referrals from existing clients such as family members or colleagues, referrals from legal or tax advisors, or situations where we feel we may offer effective advice and service).
The Lewis Financial Group does not give tax or legal advice. Discussions around tax and legal concerns are strictly in an investment advisory capacity. You are encouraged to consult with an appropriately licensed accountant or attorney regarding implementation of your tax or legal plans.