At Lewis Financial Management, we will work with you to build, not just your investment portfolio, but a plan for every stage of your financial life... Lewis Financial Management (LFM) provides you with your own personal Certified Financial Planner™, advising you as you move toward your financial independence and a satisfying quality of life. Many so-called "financial advisors" today offer one simple service: investment management. At LFM, we provide Comprehensive Financial Planning, which includes not only Investment management, but also Income management, Tax planning, Retirement planning and Estate planning. We believe working with LFM can help you find on-going comfort that comes from a continuous relationship, throughout every stage of your financial life, with a trusted advisor... LFM has a standing policy that no client will ever be sent to voicemail. 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..
Also known as: Doug and Linda, Lewis Financial Management