Who We Help
But Not Limited too
Someone that needs to plan for taxes and retirement.
Tax Planning
Risk Management
Insurance/Medicare Planning
Social Security Planning
Medicare
Financial Planning
Someone who is Equity Compensated (or owns company stock)
Tax Planning
Insurance
Employee Benefits
Company Stock
NUA👈(Big One)
Risk Management
Financial Planning
Business Owners
Tax Planning
Strategies for income protection and growth
Insurance strategies.
Business Consultation
Succession Planning
Business Valuations
©2023 Lewis Wealth Management Group. All rights reserved.
Lewis Wealth Management Group
217-337-5584
2506 Galen Drive Ste 104
Champaign IL 61821
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