Planning Your Financial Future
Investments, taxes, insurance, retirement, estate planning . . . the list of financial concerns and considerations you face today are seemingly endless and there are no easy answers. To take advantage of all available options and ensure you are set up for success, today’s investors need two things: an understanding of which investment products are most appropriate for each situation and a trusted financial planner who has a fiduciary relationship with you.
A Proven Approach
When it comes to financial planning and wealth management, we craft custom investment strategies through an extensive review of your current portfolio, risk tolerance, liquidity needs and long-term goals.
Why Us?
We are a fiduciary, fee-only investment advisory firm that provides unbiased professional financial advice with value-driven and transparent fees. Kris Lewicki and Associates specialize in comprehensive financial planning to achieve our client’s goals, whether it is planning for a family, designing and maintaining a long-term investment portfolio or maximizing your income in retirement.
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INVESTMENT ADVISORY SERVICES OFFERED THROUGH KRIS LEWICKI & ASSOCIATES, LLC, A STATE OF FLORIDA REGISTERED INVESTMENT ADVISER.
information contained herein is obtained from sources we believe to be reliable; however, it is not warranted for accuracy and opinions expressed are for general information only and should not be considered investment, tax and/or legal advice. past performance does not guarantee future results. This site is published for residents of the United States of america only. Investment adviser representatives may conduct business with residents of the states in which they are registered and Not all of the products and/or services referenced on this site may be available in every state.
You may receive a current copy of Kris Lewicki & Associates, LLC disclosure document, form ADV Part 2, which is available to you at no cost via the link below or by visiting www.adviserinfo.sec.gov
We are ready and willing to assist with your financial planning and asset management needs. We are operating by appointment only
Call (954) 866-3563 to schedule your appointment.