At Lewis & Palmer Financial Solutions Group, we combine our client-centric approach with extensive experience in Business Succession, Employee Benefit Services and Retirement Income Planning to provide a holistic experience for our clients.
We realize that while the products we offer can be found anywhere, the service we provide from the very beginning of our process is focused on being world class and the true differentiator for our firm.
Our Commitment to Our Clients
We are committed to helping our clients protect their organizations by offering strategically designed employee benefit plans to properly assist their employees plan for the life’s uncertainties. We are committed to providing our clients the superior service they expect, with the honesty and integrity they deserve. Like every business, ours is judged daily by our clients. We are proud of the trust they have placed in us to handle the most challenging part of planning for tomorrow… by taking action today.
Newsletters
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
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A Business Plan Can Be Your Guide to Growth
A business plan can be an important step toward success. Here are some key components to consider.
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.