Financial Services provided by Lewer Financial Advisors, LLC
Lewer Financial Advisors’ team of Associates will work with you to determine your specific needs and then help you to design and execute a comprehensive plan that will fit your goals.
Lewer Financial Advisors’ clients are business owners – entrepreneurs who don’t have the time they need to effectively plan for retirement and the short and long term financial health of their businesses. Our Associates know our clients’ industries, putting us in a unique position to provide effective and custom-designed solutions. But it’s not enough to simply develop a plan today and presume it will still be adequate in one year, in five years, in ten years etc… We support our clients in their financial endeavors every step of the way – from turn-key implementation of their programs – to periodic business reviews and program refinement (if necessary) to adapt to the twists and turns brought on by outside forces or business success – to the significant payout of their programs.
Lewer Financial Advisors offers employers and their employees a comprehensive menu of services and programs:
- No Cost Evaluation of Personal and Business Financial Needs
- Small and Large Company Expertise
- Complete Group and Individual Plan Design and Management
- Low Administrative Fees
- Onsite Enrollment
- Our Associates Stay on Top of Industry, Business, Economic, and Financial Trends
- Associates who are CLU, ChFC, and CASL Certified
- Life Insurance
- Term Life
- Universal Life
- Indexed Annuities
- 401k Plans
- Estate Planning Programs
- Key Person Life Insurance
- Non-Qualified Pension Plans
- Executive Bonus Plans
- Buy/Sell Agreements
- Succession Plans
Contact Lewer Financial Advisors today and discover all of the reasons Lewer is qualified to be entrusted with your and your employees’ financial futures – from the early years through the twilight years.