Lewis Financial Management
The heart of Comprehensive Financial Planning as practiced by LFM is the construction and maintenance of a sophisticated database integrating all aspects of the client's financial life. This database tracks and analyzes the client's historical investment data and allows the CFP® practitioner to do financial independence feasibility, estate, and income tax forecasting. At LFM, we do not use a “canned” software package to produce “snapshot” views of your financial situation, designed to sell you some investment or insurance products. Your database is customized for you, is designed to be interactive with all your financial information, and is updated daily. All recommendations in the Financial Plan document are based upon individualized analyses and reports generated from your own...
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Wealth Management
- Certified Financial Planners
- Raleigh Certified Financial Planners
- Retirement Planning
- Investment Advisory Services
- Tax & Estate Planning
Sentiment Analysis
When I first came to them I knew NOTHING of the financial world until Doug with his time, patience and white board explained it to me.
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