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.
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:
We help individuals and families address their investment planning needs at every life-stage
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.
We help people identify their goals and transform their challenges into opportunities.
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:
We make complicated things clear, know the right questions to ask and, importantly, listen to your answers.
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:
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.