Remaining focused on your future
Prioritizing real conversations over sales pitches, our team values forming a relationship with you first before ever delivering any of our recommendations because we want to make sure we establish the trust necessary to successfully implement our solutions. Throughout your time with us, we’ll equip you with the practical knowledge you need to not only understand our recommendations, but also adopt the habits of an effective financial decision maker.
Every day at Lewis Financial Group, we strive to replace any fear, doubt and dread with excitement for what lies ahead. Personally working through our own financial challenges throughout our careers, we understand, and appreciate, the trials and tribulations that accompany maturing in your career, family and financial life. We are firm believers that without failure, we would not progress, so there is never any reason to feel badly if you have made previous financial missteps.
What you can expect
When you work with us
Let’s get to know each other.
We’re not stoic, stuffy Wall Street types, but rather passionate people who want to help others enjoy life more fully by eliminating stress surrounding managing debt, preparing for retirement and more. So, sit back and relax—we’re here to serve you and provide the peace of mind and confidence you need to move forward with genuine excitement.
Plan for a more abundant future.
After we’ve met, collected your financial documents, and outlined your short- and long-term objectives, we’ll meet and discuss your personalized financial plan and strategy, including our recommendations and next steps, so you have a clear vision of where to go next. Throughout this meeting, we encourage you to ask questions, express any concerns, and provide your initial feedback.
Time to put dreams into motion.
Once we’re both on the same page and agree upon our recommendations, we’ll begin implementing our solutions and educating you on any steps you need to take in order to achieve maximum value out of our services. An ongoing process, we’ll meet periodically throughout the year to make changes and discuss any new challenges or opportunities you encounter along the way.
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