INVESTMENTS

IRA Rollovers

401(k) rollovers are a hot topic these days. Lewis Financial Services will help you understand the options available to you.


Traditional and Roth IRA's

We’ll show you the benefits and disadvantages of a Roth IRA conversion and the rules associated with IRA distributions and transfers. Lewis Financial Services can also help with your inherited IRA.


Income Projections during Retirement Years


Whether your goal is early retirement, comfortable retirement or something more ambitious, we can help you calculate how much you’ll need to save and invest now for later.