Total Financial Planning

Douglas J. Lewis, CFP® For four years running, Lewis Financial Management, LLC has been listed as one of the top 6* advisory firms in North Carolina and one of the top 200* in the U.S. by Wealth Manager magazine. We, however, pride ourselves on being far more than “wealth managers.” We believe we are practicing TOTAL financial planning and helping our clients along the path to achieving their goals. Learning how to take the right steps for your financial future can be a daunting task. Typical questions include the following:

How can I control the accumulation and preservation of my wealth?
How much will I need to save to retire and maintain my lifestyle?
What strategies are available to reduce my tax burden?
What is the best way to manage my cash flow?
Are Trusts necessary to control my Estate Plans?
Can a Charitable Trust give me a type of pension income?

At Lewis Financial Management, LLC, Doug and Linda Lewis have been helping individuals for over 25 years, by appointment and through their live call-in radio show, “Money Matters with Doug and Linda,” which has been on AM 680 WPTF for over 20 years. You get unbiased financial advice on your specific issues and situations on an as-needed basis.

Lewis Financial Management (LFM) works exclusively for you to help you make the right moves towards financial independence and a satisfying quality of life. Working with LFM ensures you the on-going comfort that comes from knowing someone is consistently watching over all aspects of your financial affairs.

Call us for your introductory financial planning meeting to discuss what moves you should make. It could be the most productive three hours you’ve ever spent. Remember: Your Financial Future is at Stake!

*Ranked by average investment portfolio per client (AUM)