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 complimentary consultation.
Financial planning is offered through LPL Financial.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Even low inflation rates over an extended period of time can impact your finances in retirement.
One way to find money is to examine your current spending habits and eliminate money wasters.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A bucket plan can help you be better prepared for a comfortable retirement.
What are your options for investing in emerging markets?
Investors seeking world investments can choose between global and international funds. What's the difference?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you have causes that you want to support with donations? Here are three tips.