Welcome to Our Financial Resource Center
Lewis Financial, LLC focuses on providing financial knowledge and products to individuals and small businesses to assist them in working toward their financial goals. We have been providing financial guidance since 1980 and have been serving Lawrenceburg, KY and surrounding communities/counties since 1991. We work on a fee for service basis or fees from assets under management through LPL Financial.
It's our pleasure to offer our web visitors and clients access to an abundance of financial planning information and tools. Please explore some of the links in our sidebar.
Our desire is to become your financial resource as well as your advisor. We are proud of the confidence our current clients place in us and hope you will consider joining them as one of our clients. Please call us at 502-839-9286 or 800-222-9286 or email us at email@example.com for a complimentary consultation.
Financial planning is offered through LPL Financial.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Gaining a better understanding of municipal bonds makes more sense than ever.
It's important to make sure your retirement strategy anticipates health-care expenses.
Bonds may outperform stocks one year only to have stocks rebound the next.
A quick look at how federal income taxes work.
What can be learned from the savings rate?
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The decision whether to buy or rent a home may have long-term implications.
What if instead of buying that home, you invested that money?
There are things you can do to keep yourself safe when you lose your wallet.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Are Real Estate Investment Trusts right for your portfolio?
With alternative investments, it’s critical to sort through the complexity.