Active 401k Management
Make your 401k a better investment.
Securities and Advisory Services offered through Triad Advisors Member FINRA/SIPC.
We are fee-based financial advisors located in Champaign Illinois. Paul Lewis has been a Financial Advisor in Champaign Illinois and has been servicing clients in the Central Illinois area for over 30 years.
We help our clients with their retirement planning, wealth management, estate planning, and any other financial goals they have. When developing a financial plan, we put extra emphasis on executing that plan. Whatever stage in life you are in we can help you achieve your financial goals. Whether you just got out of college and started your first job, just got married and are starting a family, having kids and are starting to save for their college fund, getting ready to retire, or are retired and need your money to last we are here to assist you.
Our Approach to Investing
Lewis Wealth Management Group provides our clients with a reproducible, non-emotional investment process using technical analysis to monitor market risk within the industries and sectors, to facilitate investment decisions. We use technical analysis to identify when to buy and when to sell things. We accumulate wealth in bull markets and preserve your wealth in bear markets. It starts with first understanding our client’s financial goals and needs. Then helping them plan for the future.
If you have any questions or would like to set up a free no obligation appointment to review your finances give us a call at (217) 337-5584 or you can send us an email though our contact page.