Lewis Financial is committed to solving specialized needs that are typically not being addressed within the independent financial services marketplace. Specifically, Lewis Financial works with those clients that the government discriminates against through high taxation: the highly compensated; and the business owner.

There are a large number of strong, well-run financial services representatives and organizations that do not currently have access to sophisticated business consulting and transaction support services that are offered by Lewis Financial. It was concluded that this specialized marketplace demanded a resource to provide proactive actionable advice. Jason W. Lewis provides access to a variety of specialists in this marketplace to ensure the highest caliber of service. It is the belief and mission of Jason and Lewis Financial to provide superior quality output and highly personalized service honed through years of experience and the expertise of an organization that has grown from the rich Northwestern Mutual tradition of developing enduring relationships with clients by providing expert guidance for a lifetime of financial security.

We are dedicated to client service and a solution-oriented approach to developing strategic plans that may include:  

·         Fee Based Planning
·         Investment & Advisory Services
·         Retirement Planning
·         Estate Planning
·         Business Planning
·         Wealth Protection & Risk Management
·         Trust Services

An organization in the process of designing and deploying effective planning in one of these areas, or creating a detailed succession strategy usually realizes quickly that it can be an overwhelming and exhausting process. This is where Lewis Financial both fits and excels. Lewis Financial can provide prospective and current clients with a comprehensive holistic approach, designed and tailored specifically to that individual and/or business. Through a series of fact finding conversations and formal discussions, information is carefully gathered to build recommendations that help tactically accomplish the goals and strategies known. Consistently delivering services allows Lewis Financial to modified applied strategies in order to adapt to the ever-changing environment of tax regulation and business uncertainties.

Lewis Financial takes the role as an advisor extremely serious in order to help you prepare for all the options that are available to you as an highly compensated owner or an employee. Along with strategic advice, world class products and strategic partnerships are offered to help you accomplish your goals. In terms of philosophy, approach, and focus, Lewis Financial is positioned as a preeminent advisor in the business marketplace.

Let Jason W Lewis help you realize and maintain your financial security. He will provide genuine guidance based on your needs. Jason will take the time to understand your short-term and long-term goals as well as your family's current needs. The financial solutions and recommendations will be prepared exclusively for you and will focus on your preferences and objectives.

 


Fee-Based Financial Planning

As a fee-based financial planner, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your interests and goals are always put first.

Jason W Lewis, CLU®, ChFC®
Wealth Management Advisor


Lewis Financial

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