How Is LFM Different?

Expert Financial Planning
Lewis Financial Management, LLC is different from other firms because of three major reasons.

1. We offer TRUE FINANCIAL MANAGEMENT, not just money management:

  • Wealth Management Planning
  • Wealth Accumulation
  • Portfolio Construction
  • Investment Planning
  • Income Tax Planning
  • Retirement Planning
  • Wills and Trusts
  • Death Tax Reduction
  • Charitable Trust Planning
  • Family Foundations
  • Cash Flow Planning
  • Divorce Consultation
  • Financial Planning for Women
  • Financial Planning for Young Professionals

2. We offer MONTHLY REPORTS:

  • Quarterly investment performance reports
  • Semi-annual income tax projections
  • Semi-annual cash flow analyses
  • Annual estate projections
  • Annual financial independence feasibility analyses

True Financial Planning does not stop after your money is invested. True Financial Planning is a life-long continuum of different statuses of your financial world. We continue with Scenario Reports:

We never discontinue correspondence with you. We send you notes of every meeting and every phone call. We realize you are looking for a financial planning firm that continues to care about you as you go through life stages.

     *Ranked by average investment portfolio per client (AUM).

3. SCENARIO NOTES: We record scenario notes and provide you with a copy

Keeping Track of Our Relationship and Your Needs
LFM doesn’t rely on voicemail or an answering machine. Your calls and concerns are important to us and we will stop whatever we are doing to take your call, or sit with you when you stop by. Because we are readily accessible, you have the assurance that your questions and concerns will be immediately addressed.

Your comfort level is paramount to us. Call us today to schedule your initial consultation at 919-872-7000.

 *Ranked by average investment portfolio per client (AUM).