Services

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.

peace-process-tm
  • P

    Personal Connection
    Examination of goals and dreams, rapport building, portfolio analysis

  • E

    Education
    Portfolio review, analysis, discussion of next steps

  • A

    Action, Agreement
    Completion of paperwork, establishment of accounts

  • C

    Creation
    Evaluation and implementation of proposed plan

  • E

    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 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

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

peace-process-tm

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?
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.

How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?
IRA Legacy Planning

Refer

We can also refer you to professionals who provide the following services:

Medicare
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

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.

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