Financial Planning

How important is a financial plan?

On average, people who follow a financial plan have two or three times more wealth than those who don’t. Lifetime planning includes all the expenses along the way to retirement. Here are a few of those expenses:

  • Your first home
  • Home remodeling
  • Vacation home
  • Weddings
  • College tuition
  • Retirement savings

Because we take the time to understand our clients’ values and goals, Lewis Asset Management can design strategies that will encourage success.

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