LEWIS FINANCIAL MANAGEMENT Your Money Matters… because your financial future is at stake. 919-872-7000 ABOUT RADIO DIFFERENCE TEAM HOME SERVICES QUESTIONS CONTACT BLOG ABOUT US For more than 30 years Lewis Financial Management, LLC, has been providing clients with Comprehensive Financial Planning. We pride ourselves on being far more than just “money managers.” We believe in TOTAL financial planning and helping our clients along the path to achieving their goals. Coordinating all aspects of your financial life can be a daunting task. At Lewis Financial Management, we will work with you to build, not just your investment portfolio, but a plan for every stage of your financial life. 2:58 Lewis Financial Management (LFM) provides you with your own personal Certified Financial Planner ™ (Douglas J. Lewis and Deborah R. Lewis), advising you as you move toward your financial independence and a satisfying quality of life. Many “financial advisors” today offer one simple service- investment management. At LFM, we provide Comprehensive Financial Planning, which includes not only investment management, but also income management, tax planning, retirement planning and estate planning. We believe working with LFM can help you find on-going comfort that comes from a continuous relationship, throughout every stage of your financial life, with a trusted advisor. The Lewis Family has been helping individuals for over 30 years, by appointment and through their live call-in radio show “Money Matters with the Lewis Family,” which airs every Saturday & Sunday at 5 p.m. on News Radio 680 WPTF. Contact Us At 919-872-7000 RADIO Answering Financial Questions For Over 25 Years “Money Matters with the Lewis Family” Tune in to News Radio 680AM WPTF on Saturdays & Sundays at 5:00pm–6:00pm Listen Now HOW WE ARE DIFFERENT Lewis Financial is different from other firms because of three major reasons. COMPREHENSIVE FINANCIAL PLANNING At LFM, we offer so much more than the typical money manager. We give total financial advice, to cover any financial situation that you may have. Everyone is different, and that’s why we don’t try to fit our clients into ready-made investment boxes. We will discover which situations, from cash flow to estate planning, you need to address, and design a completely customized plan for each client. From there your advisor, a Certified Financial Planner ™ (Douglas J. Lewis or Deborah R. Lewis), will help you along the path to financial independence. Is your financial “advisor” providing you with customized advice? Or, is your “financial advisor” simply managing your investments? MONTHLY (NOT QUARTERLY) REPORTS Most investment managers send out quarterly reports, meaning you only hear from them about 4 times per year. At LFM, you will receive a different report each month of the year. You will still receive a quarterly investment statement, but in the remaining months you’ll get either an income tax projection, an estate projection, a cash flow analysis or a financial feasibility analysis. Do you currently receive monthly reports from your advisor? RELATIONSHIP HISTORY True financial planning does not stop once the money is invested. It is a continuous relationship with your advisor throughout all the stages of your financial life, from accumulation all the way to passing your excess wealth to future generations and beyond. At LFM, we keep a running record of your relationship with us. We will never discontinue correspondence with you. We will send you notes from every meeting and every phone call. We do this, not only for record keeping, but because we realize that you are looking for a Financial Planning Firm that continues to care about your financial well being, month by month and year by year, throughout the stages of your life. Contact Us At 919-872-7000 Keeping Track of Our Relationship and Your Needs LFM has a standing policy that no client will ever be sent to voicemail. Your calls and concerns are important to us and we will stop whatever we are doing to take your call, or sit with you when you visit our office. We make ourselves available to ensure that your questions and concerns are addressed immediately. Your comfort level is paramount to us. Call us today to schedule your initial consultation at 919-872-7000. TEAM Contact Us At 919-872-7000 Douglas J. Lewis, CFP® Linda P. Lewis Deborah R. Lewis CFP® SERVICES LFM offers two types of Financial Planning services, which include the following: CONSULTATIONS COMPREHENSIVE QUESTIONS 1. How do I make an appointment? 2. What should I do to prepare for my initial meeting? 3. What are your fees? 4. What is the range of fees for Comprehensive Financial Planning? 5. What is the difference between a Financial Planner and a Money Manager? Which one are you? 6. What if I only want periodic checkups and do not want Comprehensive Financial Planning? CONTACT GET IN TOUCH - (919) 872-7000 Get Directions Name Email Things I would like to talk about 1. Comprehensive Financial Planning 2. Investment Management 3. Retirement Planning 4. Estate Planning 5. Income Tax Planning 6. Financial Planning for Young Professionals 7. Financial Planning for Women 8. Small Business Planning 9. Insurance Planning 10. Intergenerational Planning 11. Charitable Giving 12. Elder Care Planning 13. Special Needs Planning 14. Long-term Care 15. Financias Para Latinos Message LEWIS FINANCIAL MANAGEMENT, LLC 1611 East Millbrook Road | Raleigh, NC 27609 Phone: 919-872-7000 | Toll Free: 877-872-7001 Email: drLewis@lfmAdvisor.com Securities offered through The Strategic Financial Alliance, Inc., Member FINRA/SIPC. Advisory Services offered through Lewis Financial Management LLC which is not affiliated with The Strategic Financial Alliance, Inc. FINRA’s Broker Check Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, Certified Financial Planner ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Form CRS – Client Relationship Summary