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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Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
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What’s the Difference Between Medicare and Medicaid?
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
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What a Relief! Congress Acts Against Surprise Medical Bills
Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
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ETFs Are Gaining on Mutual Funds: Here’s Why
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
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.