Live. Love. Legacy.
Lewis Financial is committed to solving specialized needs that are typically not being addressed within the independent financial services marketplace. Specifically, Lewis Financial works with those clients with unique needs: the highly compensated; and the business owner.
There are a large number of strong, well-run financial services representatives and organizations that do not currently have access to the sophisticated business consulting and transaction support services that are offered by Lewis Financial. It was determined that this specialized marketplace demanded a resource to provide proactive actionable advice. Jason W. Lewis provides access to a variety of specialists in this marketplace to ensure the highest caliber of service. It is the belief and mission of Jason, and Lewis Financial, to provide superior quality output and highly personalized service honed through years of experience and the expertise of an organization that has grown from the rich Northwestern Mutual tradition of developing enduring relationships with clients by providing expert guidance for a lifetime of financial security.
We are dedicated to client service and a solution-oriented approach to developing strategic plans that may include:
- Fee Based Planning
- Investment & Advisory Services
- Retirement Planning
- Estate Planning
- Business Planning
- Wealth Protection & Risk Management