Our goal in financial planning is to help you and your family develop a comprehensive picture of your current financial outlook and determine how to plan for the future. We work closely with our clients to understand your short and long-term goals, design a path forward, and craft an investment strategy to move forward. Financial planning may encompass current budgeting, future income needs, and specific targets like college savings and retirement planning.

Before making any investment, it is crucial to outline your investment needs and determine which options may be best suited for your unique situation. We work with our clients to understand their time frame and risk tolerance to ensure we make investment recommendations in your best interest. We will work with you to determine an appropriate asset allocation strategy and monitor your portfolio to address emerging opportunities or issues.

Many of our clients are nearing the transition to retirement, or have already entered that stage. To confidently enjoy a comfortable retirement, you need to be able to trust that your assets and income are sufficient to support your retirement goals. We will review your current financial position with you and offer a personalized retirement strategy. We will help you build a steady income stream designed to last through retirement.

Not surprisingly, talking about insurance may feel uncomfortable. No one likes to consider the unfortunate things that may happen. But they can happen, and it’s best to be prepared rather than caught off-guard. Insurance products help transfer the risk of unexpected events elsewhere, keeping your financial resources, valuable assets, and family safe. At Lewis Financial Group, we can help you find ideal products and services for your situation, whether the focus is on disability income, long-term care or support of those you care about when you’re no longer around.

Some assume that only wealthy individuals and families need to worry about estate planning or living wills and trusts. However, everyone has an estate, and planning its disposition helps ensure that your wishes are considered and may also help in minimizing taxes. Trusts may play an important role in bringing order and control to your legacy, assist with tax planning and provide guidance for your family and other heirs. We help you identify the solutions you need to ensure that you can pass your wealth along to family or others as you desire.