Retire Smarter. Pay Less in Taxes
Helping Central Illinois families build tax-efficient retirement plans with confidence.
As CERTIFIED FINANCIAL PLANNER™ professionals, we help families and professionals prepare for retirement with confidence. With Paul’s Certified Wealth Strategist® (CWS®) expertise and Nate’s IRS Enrolled Agent (EA) tax knowledge, we combine comprehensive financial planning with advanced tax strategies—so you keep more of your money in retirement.
Retirement Income Planning
Turn your nest egg into a reliable income stream that lasts.
Tax-Efficient Wealth Management
Minimize taxes now and in retirement with proactive strategies.
Medicare & Social Security Guidance
Make confident decisions about healthcare and benefits.
About Us -------
Lewis Wealth Management Group
At Lewis Wealth Management Group, you don’t just work with “a financial advisor” — you work with a team that brings complementary expertise to your retirement plan.
Nate Lewis is a CERTIFIED FINANCIAL PLANNER™ professional and an IRS Enrolled Agent (EA), combining wealth management with in-depth tax planning to help families keep more of what they’ve earned.
Paul Lewis is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Wealth Strategist® (CWS®), specializing in big-picture planning, retirement income strategies, and guiding families through life’s financial transitions.
Together, we help Central Illinois families build tax-efficient retirement plans with confidence — balancing smart investments, lower taxes, and long-term peace of mind.
--------- What we do ----------
Our Services
FINANCIAL PLANNING
We look at your entire financial life — retirement income, investments, and long-term goals — and tie it together with tax, insurance, Social Security, Medicare, and estate planning.
TAX PLANNING
Proactive strategies to lower your tax bill today and in retirement, helping you keep more of what you’ve earned.
ESTATE PLANNING
Work alongside your attorney to put the right documents in place — including wills, trusts, and beneficiary designations — so your wishes are honored, your family is protected, and your wealth is passed on efficiently.
INSURANCE PLANNING
Evaluate life, long-term care, and other coverage to ensure you’re protected without overpaying.
SOCIAL SECURITY
Maximize your benefits with smart claiming strategies tailored to your retirement timeline.
MEDICARE PLANNING
Guidance through the confusing world of Medicare so you choose the right coverage for your health and your budget.
Our Team
Paul Lewis, CFP®, CWS®
Founder, Wealth Advisor
Nate Lewis CFP® EA
Tax and Wealth Advisor
Office: 2506 Galen Dr Ste 104
Champaign IL 61821
Call 217-337-5584
Email:[email protected]
Site: www.lewiswealthmanagementgroup.com