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

nate@paullewis.com

2506 Galen Drive Ste 104

Champaign IL 61821

Check the background of your financial professional on FINRA's BrokerCheck.