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Financial Planning

For over a decade I have assisted individuals and families to secure their financial future. Through experience and creative design I’ve worked with clients to minimize their personal, estate, and gift taxes. With the constant changing tax climate, planning for a secure retirement is more important than ever. A financially secure tomorrow requires the help and guidance of an expert. I review and analyze various scenarios specific to your situation and then provide you with the most current advice and the most effective resources so you can make the financial decisions that are in yours, and your family’s best interests.

We offer a full range of financial services, including

  • Cash management
  • Investment planning
  • Tax planning
  • College funding
  • Charitable giving
  • Risk management
  • Estate conservation
  • Retirement planning

Some of our more common retirement planning services include:

  • 401(k) Rollover
  • Annuities
  • Life Insurance
  • Inheritance Succession
  • Special Needs
  • Family and Charitable gifting

If you have questions or require more information please call me at (619)770-9975 or email me at

Securities offered through Allan Wayne Lewis; A Registered Representative of Crown Capital Securities L.P. member FINRA/SIPC

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