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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

<em>"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.&#8221; &#8211; Robert Kiyosaki</em>

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.

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

Investment Management

  • Goals-based strategies
  • Tax sensitive strategies
  • Risk profile assessment
  • Asset allocation and rebalancing strategies

Cash Flow/Cash Reserve

  • Emergency funds
  • Cash alternatives
  • Budgeting

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
  • Retirement relocation
  • Death of a loved one
  • Job change
  • Coping with Illness
  • Marriage
  • Birth of a child
  • Sudden income
  • Divorce

Education Planning

  • Education savings strategies & 529 programs
  • Invest for children or grandchildren
  • Identify suitable tax-advantaged investments

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.

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