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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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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.