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 firstname.lastname@example.org for a free consultation.
Financial planning is offered through LPL Financial.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Gaining a better understanding of municipal bonds makes more sense than ever.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A letter of instructions provides additional and more personal information regarding your estate.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A quick look at how federal income taxes work.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
What does your home really cost?
Are you ready for retirement? Here are five words you should consider.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
There are hundreds of ETFs available. Should you invest in them?
Three things to consider before dipping into retirement savings to pay for college.