Services | Lewis Wealth Management Group

At Lewis Wealth Management Group we take our fiduciary responsibility very seriously. We are a one stop shop for all of your financial needs. “Time is money” and we will help generate as much of both as possible all while trying to reduce your tax bill with Uncle Sam at the end of the year. Our custom financial plans are as unique as the people and families that we create them for. We believe the most important part of the plan is the execution, and we’ll be there with you every step of the way.

Tax Planning

Tax planning is essential to helping you successfully and legally reduce the amount of your tax liabilities. We can guide you in employing tax saving strategies, creating opportunities to maximize your after-tax income. We’ll provide strategies designed to help you: Defer income so that you can save

Insurance Planning

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

Investing

Investment Management Strategies "Past Performance is No Guarantee of Future Results" is in every disclosure in the financial industry, and it's true. But everybody in the industry will show you the past performance of the investment. At Lewis Wealth Management Group we believe in forward looking

Social Security

Optimize your Social Security It could be the foundation of your retirement. Having no source of income after you retire can be a scary thought. Luckily social security benefits can help if you stop getting a paycheck after you retire. The benefits that you qualify for depend on many factors. Some

College Planning

College Costs Money And usually lot of it..... You want the best for your child. A college education is the foundation for a launch plan in the United States, and yet tuition costs are already astronomical and continue to rise. At the same time, many parents are saving for their own retirement and

Estate Planning & Succession Planning

Helping to Preserve and Grow Wealth For Future Generations. In many ways, your estate is something you've been working on for your entire life. It's more than just a summary of all the money you have and the property you own — it truly is your life's work. It's an investment in future generations of

Goal Based Financial Planning

Ready, Set, Goal! For those who are just getting started, we'll help plan for tomorrow while you still live well today. Determine You Priorities Think honestly about the life you envision for you and your loved ones. Don't just ask yourself what you are trying to achieve. Map our how you will get