» Independent Advice
Being independent allows us to put our client’s interest first by providing unbiased advice in having the ability and freedom to deal with all major investment & insurance companies. We do not sell any proprietary products of our own and are not influenced by any suppliers.
» Comprehensive & Holistic Financial Planning
Through discussion and analysis of both personal and financial data, we'll help you identify your financial concerns, goals and objectives. We utilize direct relationships with other professional advisors including lawyers, accountants and tax & estate specialists to build a comprehensive plan.
Services We Offer
Investing & Portfolio Management
We create diversified investment portfolios to meet your needs and goals.
Education Savings Plans
Strategic planning to help you meet your education savings goal.
Insurance, Tax & Estate Planning
We can help you minimize your risk with comprehensive planning.
RETIREMENT PLANNING
Helping you achieve a comfortable and worry-free retirement.
Business Owners & Professionals
We specialize in the unique needs of business owners & professionals.
Severance Consulting
We provide financial advice to employees that are receiving severance packages.
Over 30 Years of Experience.
President & Senior Advisor
Paul M. Lewis
CERTIFIED FINANCIAL PLANNER® professional
