Total Financial Planning

Douglas J. Lewis, CFP®For the past 30 years at Lewis Financial Management, LLC, we have been providing our clients with comprehensive financial planning. We pride ourselves on being far more than "wealth managers." We believe in 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?

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.

Doug and Linda Lewis have been helping individuals for over 30 years, by appointment and through their live call-in radio show "Money Matters with Doug and Linda," which airs every Sunday at 6 p.m. on AM 680 WPTF.

Call us for your introductory financial planning meeting. It could be the most productive three hours you've ever spent. Remember: Your Financial Future is at Stake!

Securities offered through The Strategic Financial Alliance, Inc., Member FINRA/SIPC. Advisory Services offered through Lewis Financial Management LLC which is not affiliated with The Strategic Financial Alliance, Inc.