Lewis Christman (CFP®)

Lewis Christman focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

College/Education Planning

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Hourly

Investment Advice with Ongoing Management

Planning Specialties

There are several areas that I can help families and individuals when it comes to Financial Planning and Wealth Management.

1. Solid investment performance. While I cannot control the actual return you achieve on your investments my philosophy is to invest in vehicles that I know and understand and that will allow you to sleep comfortably at night. I look to diversify your investments and stress capital preservation and maintaining quality of life, not performance.

2. Control and Simplicity. My goal is to simplify your investments and personal finances and take over the burden of the daily management of those investments so that you have more control over that aspect of life.

3. Appropriate products and strategies. I help you choose the right investments and strategies (along with your other Advisors) that match your volatility (risk) tolerance and your unique situation. I do not look to recommend the hottest performing product and as a fee only Advisor I do not receive any commission from the sale of any individual product. I recommend what is in YOUR best interests.

4. Help in planning or maintaining a secure retirement and getting their financial house in order.

5. Helping you avoid mistakes. There is often a big difference between investment performance and investor performance. Many investors lose money because they invest at the peak and pull their money out in the troughs. I will act as your guide. A professional that you can call and talk to before making a decision.