Clients rarely need only one type of service. Investment Advice, Retirement Planning and Taxes – just to name a few – can all play a role in ensuring that financial goals are being met.

Jeffery P. Lewis, CFP/CRPC, knows the value of providing and coordinating multiple services, and his firm, Lewis Wealth Management Partners, makes sure to deliver on all fronts by meeting early and often with clients.

“The client basically gets to have two to three meetings a year with us where they’ll have their advice coordinated across all areas of their financial life,” Lewis told The Suit. “Plus, we enjoy working with clients who have a lot going on in their financial lives because we get to know our clients on a more personal level because we’re seeing and talking to each other more often.”
Lewis Wealth Management Partners, based in Kennewick, Washington, provides retirement planning services for a variety of clients, and many of their clients have incomes in the $200,000-$500,000 range and hold assets in excess of $1 million. “The firm caters to clients who expect a higher level of service than a single focus adviser would provide,” Lewis said.

Clients nearing retirement need that extra service, as well. “It takes careful planning and a well-executed wealth management strategy to weather economic storms at that stage in life,” Lewis noted emphatically.

“This year has been a tough year in the market, and for somebody who doesn’t have an overarching strategy … They’re going to be in for a pretty wild ride,” he said. “They can’t just take risks like they could earlier on in life. They have got to protect their future.”

Lewis Wealth Management Partners takes a three-step approach to serving clients. First, they assess a client’s goals, then they determine how to get from a client’s current standing to those goals and third, they put together a set of recommended services to get clients there. Staying in touch with clients to handle the unexpected, such as annual tax planning and strategy updates, is part of the high-touch service the firm provides.

Lewis’ final remarks were; “We can put a plan on paper, but it’s only good as long as the plan stays on track. So if clients are getting off track from poor financial traps, or they have events in their lives that they can’t control, then we’re there to intervene and keep their lives running in the right direction.”

For more information visit: www.lewisretirement.com