Financial Planning
Financial planning isn’t just about money — it’s about your life. The right plan should adapt to your goals, your family, and your personal circumstances. That means making smart decisions about taxes, insurance, Social Security, Medicare, estate planning — and yes, investments — in a way that actually fits your story.
Your life is unique — your financial plan should be too. We start by understanding what matters most to you: when you want to retire, the lifestyle you want to maintain, the people you want to provide for. From there, we connect the financial pieces together — investments, taxes, healthcare, insurance, estate planning, and Social Security — so your plan is built around your personal circumstances, not a one-size-fits-all formula.
Financial Planning
Financial planning is the foundation of everything we do. Investments matter, but they’re only one piece of the puzzle. A real plan ties your money to your goals, covering:
Tax Planning → lower today’s taxes and avoid retirement surprises.
Estate Planning → wills, trusts, and beneficiaries to protect your family.
Insurance Planning → right coverage, no unnecessary costs.
Social Security Planning → smart claiming strategies to maximize benefits.
Medicare Planning → confidence in your healthcare decisions.
By connecting these areas, your plan works together — not in silos.
--------- 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.
Office: 2506 Galen Dr Ste 104
Champaign IL 61821
Call 217-337-5584
Email:[email protected]
Site: www.lewiswealthmanagementgroup.com