Investment

• Investment Management
  We know we should save and invest our money but we feel there’s too much research involved and there are so many options available. What can we do if we don’t want to manage our own savings and investments? We specialize in fee-for-service investment management solutions. Our disciplined approach to investing consistently helps our clients manage their downside risk while improving their performance.

Planning

• Financial Planning
  You can expect a comprehensive, realistic, financial or investment plan tailored to your needs and specific objectives. You can expect consistent and regular communication based on your individual communication style. You can expect trusted, ethical, financial planning and investment advice with bottom-line accountability. You can expect completely independent advice free from conflicts of interest. You can expect world class investment advice designed to provide you with financial freedom.
• Retirement Planning
  When can I retire? How much money do I need to retire? Retirement planning can be confusing. Retirement is not a destination, it’s a journey. Let us help design and implement a retirement plan that meets your own unique needs and desires.
• Asset Management
  Need a second opinion on your retirement asset allocation? We provide investment analysis and counseling services on a fee-only basis. We will provide you with a comprehensive review of what you currently have and strategic investment solutions going forward. Whether you’re an experienced investor or just starting out, we can help point you in the right direction.
• College Funding
  I know I should save for my children’s college education but I am not sure how to start. What options are available? College is expensive and the investment options can be confusing. At W.H. Lewis Financial we will develop a realistic college savings plan for today, tomorrow, and the future.