» Independent Advice
Being independent allows us to put our client’s interest first by providing unbiased advice and the freedom to deal with numerous companies. We do not sell any proprietary products of our own and are not influenced by any suppliers. We have the freedom and ability to deal with all major investment and insurance companies and take a Comprehensive Planning approach to ensure all of our client’s goals are met.
» Comprehensive Financial Planning
Through discussion and analysis of both personal and financial data, we'll help you identify your financial concerns, goals and objectives. In addition to relying our own experience, we utilize direct relationships with other professional advisors including lawyers, accountants and tax & estate specialists to build a comprehensive plan.
Services We Offer
Investing & Portfolio Management
We create diversified investment portfolios to meet your needs and goals.
Education Savings Plans
Strategic planning to help you meet your education savings goal.
Insurance, Tax & Estate Planning
We can help you minimize your risk with comprehensive planning.
We can help you achieve a comfortable and worry-free retirement.
Business Owners & Professionals
We specialize in the unique needs of business owners & professionals.
We provide financial advice to employees that are receiving severance packages.
Over 25 Years of Experience.
President & Senior Advisor
Paul M. Lewis
CERTIFIED FINANCIAL PLANNER® professional