Insurance Planning

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.

Overcome the Challenges of Uncertainty Today.

While it's certainly true that nobody can see the future, with the right insurance planning professionals at your side you can essentially do the next best thing — you can use the uncertainty of tomorrow to create bold new opportunities today. At Lewis Wealth Management Group, our trusted advisors can help guide you through unpredictable waters to make sure that you're protected regardless of what life chooses to throw at you.

Lewis Wealth Management Group will sit down with you and discuss not only your current situation, but your future and long-term goals. We can then come up with the right plan to make sure that you and your loved ones are covered — no matter what. Our services include, but are not limited to:

  • Conducting a comprehensive review of all of your existing policies, taking advantage of opportunities for improvement wherever possible.
  • Analyzing your life insurance needs to help protect you from tomorrow's challenges.
  • Performing a long-term care insurance analysis.
  • Considering complicated topics like disability insurance, by finding out where they fit with your long-term plans.
  • Medicare Options

Nobody is saying that you should suddenly be able to look into the future — but with Lewis Wealth Management Group at your side, you won't actually need to. If you'd like to find out more about our insurance planning services, or about any of the other financial services we offer, please contact us today.

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