Because the world has changed...again.
Lewis Wealth Management Group offers Investment advice through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521 (“Belpointe”). Important information and disclosures related to Belpointe are available at http://www.belpointewealth.com/disclosure/.
Additional information pertaining to Lewis Wealth Management Group and/or Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.
The content and information in this presentation should be considered educational and limited to the dissemination of general information and does constitute specific investment advice, tax or accounting advice, legal, insurance or regulatory advice or an offer or a solicitation of an offer to buy any security.
Lewis Wealth Management Group is a full service financial firm located in Champaign Illinois. We are a well established, family owned firm, with roots in the community. Our founder, Paul Lewis, CFP®,CWS® has been servicing the Central Illinois area for over 40 years.
What Stage Of Life Are You In?
First Job and/or starting a family- This is an exciting time in your life, just graduated from college, got your first job, and might be trying to start a family.
With our goal based planning we will get you on track to buy that first home, pay off that college debt, and start saving for your future.
Mid Career- Your kids are growing up. Hopefully you are getting ahead with your finances. This is the stage of life where you really want to start accumulating wealth if possible.
Actions to take , Maximize your 401 K and other savings, investing for your kids college education, preparing your financial picture for later in life.
Pre-retirement- Kids are grown or at least close to it and it's about time to retire. Your hard work and discipline is about to pay off. We'll help you set a date to actually retire and have the plan in place. We’ll review and guide your decisions for optimizing your social security to help ensure you have the income you need to support your retirement lifestyle.
Retirement- You've made it. You get to travel, spoil grandkids, hopefully great grand kids....really do whatever you want. we'll help you enjoy your golden years.
We'll also help you leave a legacy. If applicable we'll work on legacy planning and/or estate planning to you can leave loved ones or charity (or both) something to remember you by when you are gone.
It doesn't matter what stage of life you are in, we can help. Check out our financial planning services below.
Lewis Wealth Management Group
217-337-5584
2506 Galen Drive Suite 104
Champaign IL 61821
Check the background of your financial professional on FINRA's BrokerCheck.
Lewis Wealth Management Group offers Investment advice through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521 (“Belpointe”). Belpointe is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Belpointe offers, or that or its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Belpointe are available at http://www.belpointewealth.com/disclosure/. Additional information pertaining to Lewis Wealth Management Group and/or Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.
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