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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Did You Know Medicaid May Pay You as a Family Caregiver?
Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.
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Food Inflation: What’s Behind It and How to Cope
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
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New Life for Your Old Insurance Policy
Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
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.