JEFFREY LEWIS

Getting Married

Marriage brings up many financial issues, and when you get married, don’t forget you are now saving for both of your short- and long-term goals. I will help you work out an emergency reserve plan and help you make sure both of your assess are covered by adequate insurances.

Paying for Education

While your children are still young, it’s important to keep your short- and long-term goals in mind. I will help you find out how much is enough based on education cost projections, and understand your options and tax implications.

Your Needs

987.654.3210

info@wsfinancials.com

Preparing for Retirement

I will help you assess your budget today, undstand your tax situationyou’re your short- and long-term goals. Your advisor will also help you go over estate planning issues and insurances.

At WS Financials, I understand your needs are unique. I am ready to help by meeting with you one-on-one, face-to-face to talk about your needs, and where you stand now. I will put together a plan that works for you.

Planning Your Estate

I will help you work out an estate plan that gives you control over how your assets are distributed, including heirs and chosen charities. Your advisor can also help preserve the value of your assets by helping you manage expenses and taxes.

Major Purchase

I will help you work out an emergency reserve plan and make sure your short- and long-term goals are met and not sacrificed.

Preparing for New Child

I will help you work out an emergency reserve plan and offer insurance and financial security options. Your advisor will also go over savings and short-term goals, as well as long-terms goals, like education and retirement.