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
- 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.