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    Meet Alicia Lewis

    President
    alicia@laymanlewis.com

    As a third generation financial professional, Alicia Lewis blends the best practices of traditional financial planning with modern techniques to help clients pursue their goals – both now and in retirement. To accomplish this, she creates customized strategies for each client, designed to help protect their assets, potentially reduce taxes, and possibly even increase retirement income.

    Family is Alicia’s top priority – a value she shares with many of her clients. She started in the business working alongside her father, eventually establishing and running Layman Lewis Financial Group. Many of the firm’s clients have been with the Layman Lewis practice for more than four decades, and Alicia considers each client part of her extended family.

    When it comes to planning for retirement, Alicia knows that everyone has a different idea of what the “ideal” retirement means. 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 of retirement 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 it a reality.”

    Alicia holds her life insurance license and has completed a variety of field-specific certifications, continuing educational courses, and Elite IRA courses. She has been regularly featured in Lydia’s Style magazine for her work in paving the way for other women in the financial world, and her firm has been recognized multiple times as the best financial planner by NOCO Style magazine. In 2016, Alicia was featured in Retirement Advisor magazine as one of the top five financial professionals across the nation.

    More About Alicia

    Alicia and her husband, Josh, reside in Loveland, CO with their two sons, Judah and Ezra. She is an accomplished whitewater rafter and avid outdoorswoman, and loves spending time looking for new adventures to share with her family.

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    Layman Lewis Financial Group
    Who We Are
    Layman Lewis Financial Group provides retirement planning services through the use of investment and insurance products. Through their experience, our professionals help retirees and pre-retirees develop strategies to work towards their financial independence.
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    Our Focus
    Layman Lewis takes a comprehensive approach to retirement planning and can give you the flexibility you need to develop a custom retirement portfolio.
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    View our calendar of upcoming seminars. We invite all clients, referrals and visitors to attend our events.
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    “Best Of” is an annual survey conducted by Lydia’s Style magazine. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner. The majority of voters may not be clients of Layman Lewis Financial group. The designation is not representative of any one client’s experience and is not indicative of future performance.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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