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Individuals & Families

Whether your goals are saving for a home, for college, or building your savings to achieve your retirement dreams, creating an investment plan and adapting to your changing goals and priorities will guide you to the path of success. 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 other legal or tax advisors, or situations where we feel we may offer effective advice and service.

Accumulating & Preserving Wealth

Building your plan for the future is an exciting opportunity but can be a challenge with so many demands on your time and attention. With many important financial goals on the horizon, we provide the discipline and the planning to help manage your wealth to meet your needs now and in the future. We provide experience-driven advice and guidance for many questions that come up, including:

Client Centered
  • When should I start saving for retirement?
  • How much do I need for retirement?
  • How can a disciplined budget help me plan?
  • How do I make sure my investments are aligned with my goals?
  • How can I evaluate my current risk exposure so I can protect my family and my assets?
  • How do I save for my children's educational expenses?
  • What are my options for refinancing or upgrading my home?
  • What can I do to reduce the taxes I am paying on my investments?*

We help individuals and families address their investment planning needs at every life-stage

Nearing Retirement

With retirement approaching, plans must be adjusted to protect your assets and strategies put in place to provide you with the retirement income you need. We work with our clients to help them address many important questions as they approach retirement.

Client Centered
  • As I approach retirement, how should I adjust my investment strategy and plan?
  • What are the many issues I should consider when relocating in retirement?
  • What is my timing and savings goal for retirement?
  • How can I boost my retirement savings?
  • Can I retire early?
  • How are my insurance needs changing?
  • How have my estate plan & charitable gifting plans changed?
  • What Social Security benefits option is best for me?

We help people identify their goals and transform their challenges into opportunities.

Living in Retirement

We continue the financial planning process throughout retirement to protect, preserve and manage your assets to create the income you need to enjoy retirement. We continue to work with our clients to address financial questions, including:

Client Centered
  • How can I avoid the pitfalls of relocating in retirement?
  • How do I adjust my budget now that I have stopped working?
  • How do I ensure my assets keep up with inflation?
  • What strategies should we avoid so we do not outlive our money?
  • How often should I review and adjust my investment/income plan?
  • Are there ways to boost my retirement income?
  • What investment strategies are available to help minimize my taxes?
  • What are my insurance needs in retirement?
  • How have my estate plan and charitable gifting plans changed?
  • How can I put together a legacy plan for distributing my estate according to my wishes?

We make complicated things clear, know the right questions to ask and, importantly, listen to your answers.

Next Generation Planning

We embrace working with the next generation of your family and are currently serving many 3rd— and even 4th — generation family members. We go the extra mile to educate children, grandchildren and others important to you about the value of wealth planning. We can help you answer even the most difficult questions:

Client Centered
  • What is the most appropriate gifting or trust arrangement for those I love?
  • Should we leave money to our children outright or at different ages?
  • How can we properly plan for our loved one with special needs?
  • Which Special Needs Trust should we consider?
  • What should I consider before loaning money to a family member?
  • How can I transition my wealth without conflict?
  • How do I integrate my charitable intentions into my legacy plan?
  • What's the best way to inform our children and grandchildren about our legacy plans?
  • Is it the right time to set up a family foundation?

Working side by side with you and your family members, we help you navigate through the complexities of wealth.

*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.

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