Lewis Financial Group was founded by Craig Lewis more than 20 years ago with the goal of helping clients bridge the gap between their tax and financial concerns.Craig entered the financial services industry after personally experiencing the overwhelming responsibilities of managing his father’s estate after his death. He realized that a number of people endure the same experiences and wanted to help guide people through the complexities of financial planning and wealth management.
Craig first entered the accounting industry as a Certified Public Accountant (CPA). As much of his work focused on a client’s past financial decisions, he entered the financial services industry and became a CERTIFIED FINANCIAL PLANNER™ professional as a way to help clients plan for their future. As both a CPA and CFP® professional, he is uniquely qualified to try to develop strategies to reduce taxes and risk, allowing clients to build and preserve their wealth.
Unlike other financial service firms, Lewis Financial Group is an independent firm. This independence allows us to best serve our clients. We work strictly for you, not for a large brokerage firm, wirehouse, or insurance company. As an independent firm, your concerns are our only concerns.
We work with many clients of different ages and professions, from doctors at the height of their career to couples transitioning into retirement. Unlike many firms who take on as many clients as possible, we limit the number of clients we serve. This allows us time to ensure each client is receiving impeccable service.
We offer all the traditional, professional wealth management, investment and insurance services, as well as proprietary strategies that Craig has developed and trademarked. One is a values-based, estate planning process called The Positive Estate Plan™. This strategy can provide clients with a guaranteed lifetime income and can be structured to reduce income taxes and estate taxes. He also utilizes The Income for Life Model®, an asset allocation strategy designed to maximize retirement income and minimize risk aversion. Learn more here or contact the firm.