We believe in planning for the future while living for today. Deferring your dreams until retirement may mean you'll miss a joyful opportunity today. With perseverance and a well-structured financial plan, we help you find the balance between pursuing your dreams today and planning for tomorrow. We believe in an objective opinion. As an independent firm, we focus on your needs, not the needs of investment or insurance companies. We believe in the team approach. When you work with us, you get more than just one financial professional; you get an entire team. We draw upon the expertise and experience of each team member to create a well-rounded plan that's designed just for you.
Alicia Lewis
President and Financial Professional
As a third generation financial professional, Alicia blends the right practices of traditional financial strategies with modern techniques to help clients pursue their goals - both now and in retirement. To accomplish this, she creates customized strategies with a variety of insurance products for each client, designed to help protect their assets, potentially reduce taxes and possibly even increase retirement income.
When it comes to planning for retirement, Alicia knows that everyone has a different "ideal" retirement. That's why the team at Layman Lewis focuses on creating plans that are customized and personalized for each client's unique goals. "Everyone has a picture of how they want to spend their days when they retire," Alicia said. "What does the perfect day or year look like in your retirement? There are no wrong answers - it's all about picturing the right retirement for you, and then putting together the right strategies to help make that vision a reality."
Joshua Lewis
Financial Advisor
Joshua didn't choose the financial services profession - it chose him. "As a child, I learned very early that finances need to be carefully managed," he said. "We were low income and welfare poor. This drove me to learn about money, its function and how commerce worked in my own personal economy of scale. I devoted myself to earning and saving money.
"Then I learned of a crazy concept where your money works for you," Joshua continued. "My grandpa got me on the track of investing and learning how I could use money I earned to increase my own business practices. I also always wanted to do work that helps people make their lives better. Becoming a financial advisor was a perfect fit for me since I get to focus on my two passions: investing and helping others."
Joshua uses that passion in his daily interactions with clients. He oversees their managed portfolios and meets with clients regularly to monitor, track and evaluate progress. He makes it his personal responsibility to make sure the strategies the firm implements and manages are helping clients reach their financial goals, both now and throughout retirement. Joshua has passed the 65 securities exam.
Jeff Green
Financial Professional
Jeff is highly involved in all aspects of the financial planning process. He meets with clients regularly to review their progress, assists with all aspects of the business process, and keeps up to date with current technology and products that might benefit clients.
Jeff chose the financial services industry for two reasons: he loves people, and he loves solving problems. "This job is a unique blend of both," he said."I love watching people go through the process. When we put together a plan for them and see the financial confidence it brings - that's rewarding!"
He also is honored to support clients in hard times. "We walk through tragedies with our clients, such as losing a spouse or family member," Jeff said. "We know that since they had a plan, they have a foundation to land on through the grieving process, and they don't have to worry about money through difficult times."
General Information |
| Firm Start Year: | 2007 | |
| No. of Employees: | 5-9 | |
| Work with the following types of clients: | Individual Investors |
| Advisory Services Provided: | 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Retirement Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Long Term Care, Life, Annuity |
Firm Information |
| Firm's Number of Clients: | 728 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | Avg. 1.25% |
| Hourly Rate: | n/a |
| Additional Details on Charges: | Our fee structure is based on the assets managed which varies depending on the clients needs. Our typical clients are paying between .75 and 1.25% on their overall portfolio. |
| Minimum Fee Charged for Managed Accounts: | n/a |
| Minimum Fee Charged for Hourly Planning Accounts: | n/a |
Financial Services |
| Retirement Planning
Retirement and Income Planning demands a dual-focused strategy that facilitates both wealth accumulation and distribution. Our process entails a comprehensive needs assessment, an in-depth analysis of income sources including projections for social security benefits, evaluations of employer-sponsored plans, anticipated inheritances, personal savings, careful examination of balance sheets, and a review of real estate assets. Following this, we present you with insightful projections and actionable strategic approaches. |
| 401K Rollovers
Former employers' 401K's often stand as vestiges of the career transitions that have become increasingly common in today's professional landscape. Simplicity, control, and investment options can serve as compelling motive to initiate a review of these accounts and consider changes. |
| Investment Advice & Management
Investment Planning is putting together a portfolio that will work towards pursuing your financial goals, all within the confines of your risk tolerance. This is achieved by completing an objective assessment, identifying time horizons, and gauging your appetite for risk. Our customized asset allocation approach includes thorough analysis of investment selections, tax considerations, timeline, implementation, monitoring, and rebalancing. Additional Services provided are market and economic updates, individual stock holdings, and concentrated portfolio analysis. |
| Wealth Management
Wealth Management is the process of defining your financial goals and mapping out a strategy to pursue them. This ongoing process adapts in response to your financial circumstances, changes in your personal situation, shifts in the economic environment, and even evolving legislation. We will outline your objective and time horizon, discuss appropriate investment strategies, and then to help fund goals. |
FAQs |
What services do you provide? What are your specialties?Taxation Planning - Taxation planning considers financial decisions with the objective to help reduce tax liability. Our investment analysis encompasses income tax considerations, evaluating the effect of taxes, and devising tax-efficient investment strategies. Tax strategies most often employed loss harvesting, determination of cost basis, gift and estate tax, life event taxation, and tax return review for planning opportunities and coordination with CPA. |
What services do you offer?Legacy Planning . |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Insurance products are offered through the insurance business Layman Lewis Financial Group. Layman Lewis Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Layman Lewis Financial Group are not subject to Investment Adviser requirements. 2528260 08/24 |
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Additional Detailed Disclosures |
Disclaimer |
| https://laymanlewis.com/disclosure/ |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 4:00 PM |
| Colorado, Arizona, Florida, Ohio, Texas, Utah, Wisconsin, Wyoming |
| Check | Bank Transfer |
2023 Best Financial Planner in NOCO
When: 12/01/2023
Details:Layman Lewis was named Best Financial Planner for 8 out of the last 9 years!
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