Frequently asked questions

Get answers to common questions about Layman Lewis Financial Group®
and how we can help you prepare for retirement.

What services does Layman Lewis Financial Group®  provide?

Layman Lewis Financial Group® provides education and planning conversations around retirement income strategies, investments, annuities, tax-efficient strategies, asset preservation, wealth management, IRA legacy planning, IRA and 401(k) rollovers, life insurance and estate planning considerations. Our services are centered on helping individuals and families prepare for and navigate retirement with clarity and confidence. We tailor our conversations to each person’s goals, resources and retirement timeline.

Who does Layman Lewis Financial Group®  work with?

Layman Lewis primarily works with individuals and families age 55 and older who have accumulated at least $250,000 in retirement assets and are within about 5-10 years of retirement, approaching retirement or already retired. We also work with widows and widowers, federal employees, business owners, veterans and medical professionals. Our focus is on retirement-stage planning and the transitions that come with it.

Who may benefit from meeting with Layman Lewis Financial Group®?

Anyone preparing for retirement, evaluating income options, reviewing an existing retirement plan or simply seeking to better understand retirement-related decisions may find a conversation valuable. Meetings are often helpful for those reviewing investment accounts, pensions, Social Security timing, retirement income needs or legacy planning goals. Our approach is educational and informational.

How do I get started with Layman Lewis Financial Group®?

Layman Lewis guides prospective clients through our trademarked PEACE Process™. It begins with Personal Connection, where the team learns about your situation, goals and retirement concerns. From there, we move into Education, where topics and opportunities are explored together. If you choose to move forward, the process continues through Action & Agreement, Creation and ultimately Enjoyment.

Peace Process is our process name, it does not promise or guarantee investment results or preservation of principal.

What happens during the PEACE Process™?

During our Personal Connection visit, we focus on understanding your current situation and the questions or concerns shaping your retirement decisions. The Education visit is designed to share helpful information and explore planning topics together. If you decide to move forward, Action & Agreement includes paperwork and agreements, Creation presents the plan and Enjoyment reflects the ongoing relationship and support Layman Lewis Financial Group® provides throughout your retirement journey.

What should I bring to my first meeting?

What you bring can vary depending on your situation, but many people bring retirement account statements, investment statements, pension information, Social Security information, insurance policies and any questions they would like to discuss. If you have existing plans or estate documents, those can be helpful, too. Our goal at our first meeting is to create understanding and context.

How does Layman Lewis Financial Group®  get paid?

Compensation depends on the services and solutions being discussed. As a firm that values the fiduciary standard of care, we are dedicated to acting in your best interest. During the planning process, we are committed to transparency and will review all applicable fees, costs and compensation structures with you. This is to ensure you have a clear picture of how our services are delivered so you can make informed decisions that are aligned with your financial goals.