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.
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Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
There are things about Social Security that might surprise you.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Five strategies for managing your student debt.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
For women, retirement strategy is a long race. It’s helpful to know the route.
Making the most of surprises is a great reason to work with us.
There are thousands of ETFs available. Should you invest in them?
$1 million in a diversified portfolio could help finance part of your retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.