START WITH A Purpose.
END WITH Peace.
The PEACE PROCESS™ is our five-step approach to creating holistic strategies designed to give you confidence that you can pursue your retirement dreams without worrying about running out of money.
P
Personal Connection
Examination of goals and dreams, rapport building, portfolio analysisE
Education
Portfolio review, analysis, discussion of next stepsA
Action, Agreement
Completion of paperwork, establishment of accountsC
Creation
Evaluation and implementation of proposed planE
Enjoyment
Receipt and review of written plan, beginning of retirement joy and freedom
P
E
A
C
E
Personal Connection
Examination of goals and dreams, rapport building, portfolio analysisEducation
Portfolio review, analysis, discussion of next stepsAction, Agreement
Completion of paperwork, establishment of accountsCreation
Evaluation and implementation of proposed planEnjoyment
Receipt and review of written plan, beginning of retirement joy and freedom
Peace Process is our process name, it does not promise or guarantee investment results or preservation of principal.
We offer services in these three areas:
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Layman Lewis Financial Group. Layman Lewis Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Layman Lewis Financial Group are not subject to Investment Advisor requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Layman Lewis Financial Group is not affiliated with or endorsed by the U.S. Government or any governmental agency.
WHY WORK WITH US?
When you entrust Layman Lewis Financial Group to guide you to retirement confidence, you discover P.E.A.C.E. that results from a process emphasizing genuine relationships, education and action.
Clients who work with us receive:
Unbiased Guidance
Unbiased Guidance
Our financial professionals put you first in everything we do. In fact, we created our five-step PEACE Process® to help us make meaningful connections and fully understand your needs and goals. That enables us to tailor our recommendations to your unique vision and do what’s truly best for your situation.
Independence
Independence
As an independent firm, we have access to a vast array of financial products. We’re not some big-box shop that only pushes certain products or investments. We’re not about cookie-cutter solutions or commissions that cause conflicts of interest. We work for you. We’re about creating a retirement plan and equipping you with whatever you need to live retirement on your terms.
Experience
Experience
You may have seen this on our site already, but we’re not some fly-by-night company. We’re proud Coloradans who have been helping our friends and neighbors work toward great retirements for four full decades. We’re a multi-generational family firm that loves our clients and community, and loves delivering exceptional service — and we don’t plan on stopping anytime soon!
FEE TRANSPARENCY
FEE TRANSPARENCY
Everyone who seeks our help receives an initial portfolio analysis that examines their specific investments and all associated fees, including those hidden costs that often go unexplained. We work hard to shed light on all fees and provide total transparency because we know the best way to earn someone’s business is to first earn their trust.
PEACE Process® is our process name; it does not promise or guarantee investment results or preservation of principle.