We want you to Peace Out in Retirement
For decades, Layman Lewis Financial Group® has been helping people thoughtfully prepare for the future and achieve retirement peace. We want to help you too.
Our Services
Grow
Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you've always imagined.
Tax Planning
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
IRA Legacy Planning
We also can refer you to professionals who can help with Medicare planning, trusts, charitable giving and estate planning.
Let's get started on the comprehensive financial strategies embedded in our five-step PEACE Process™ — and pursue your dreams for retirement.
Personal Connection
Examination of goals and dreams, rapport building, portfolio analysis
Education
Portfolio review, analysis, discussion of next steps
Action, Agreement
Completion of paperwork, establishment of accounts
Creation
Evaluation and implementation of proposed plan
Enjoyment
Receipt and review of written plan, beginning of retirement joy and freedom
You deserve a financial process that’s proven to give you greater peace of mind.
PEACE Process™ is our process name; it does not promise or guarantee investment results or preservation of principal.
let's learn
together
People who attend our seminars, webinars and other events often tell us how much they enjoy the experience. We focus on common retirement concerns — such as ways to prepare for unexpected medical expenses, potentially reduce taxes and maintain your standard of living — and make financial matters easy to understand. What's more, we prioritize fun!
Ready to feel more confident about the days ahead?
