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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HOT TOPIC: High Inflation: How Long Will It Last?
This article looks at some of the forces behind rising prices, the Fed’s plan to combat them, and early signs that inflation may be easing.
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Don’t Let Debt Derail Your Retirement
This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
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A More Affordable Life Insurance Solution
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
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How to Correct an Error on Your Credit Report
Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.
Calculators
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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.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?