SERVICES
How we support you
RETIREMENT PLANNING
Personal and Business
Accumulating wealth for your retirement years is very important. We are here to set you and your employees up for success.
PORTFOLIO MANAGEMENT
Measurable Growth
We’re dedicated to the management, on a non-discretionary basis, of your investments. Ongoing monitoring and allocation changes are vital as we develop a strong relationship built upon continued communication.
INVESTMENTS
Strategic Asset Allocation
With decades of experience, our team is prepared to discuss the best investments for your portfolio. Lewis Financial Services will recommend the proper allocation and make the necessary changes as needed. We offer a wide variety of investment opportunities from stocks to bonds and alternative investing.
INSURANCE
Planning Ahead
Annuities: You’ve been hearing a lot about annuities lately. Lewis Financial Services will educate you on the benefits and drawbacks to see if an annuity can add value to your portfolio.
Life Insurance: Whether you need income protection for your family or you would like to leave a legacy, Lewis Financial Services has insurance solutions for your needs.​
Long Term Care Insurance: A relatively new insurance product, Long-Term Care has a lot of moving parts. Is it right for you? We’ll show you how it works to help you decide.
accounting complexities. Contact us today and see how we can help you.