Lewin & Associates
Lewin & Associates
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  • About Us
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  • ESTATE / LEGACY PLANNING
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    • Home
    • About Us
    • Financial Planning Tools
    • Investments
    • Mortgage Tools
    • Contact Us
    • ESTATE / LEGACY PLANNING
    • ADV Part 2A&Form CRS
    • Privacy Policy
  • Home
  • About Us
  • Financial Planning Tools
  • Investments
  • Mortgage Tools
  • Contact Us
  • ESTATE / LEGACY PLANNING
  • ADV Part 2A&Form CRS
  • Privacy Policy

Financial and investment planning within Florida and nationwide

Financial and investment planning within Florida and nationwideFinancial and investment planning within Florida and nationwideFinancial and investment planning within Florida and nationwide

Helping you plan a bright future with individualized financial and investment planning.

What are your risk preferences?

Click here to find out now

(888) 303-1098

Financial and investment planning within Florida and nationwide

Financial and investment planning within Florida and nationwideFinancial and investment planning within Florida and nationwideFinancial and investment planning within Florida and nationwide

Helping you plan a bright future with individualized financial and investment planning.

What are your risk preferences?

Click here to find out now

(888) 303-1098

ESTATE AND LEGACY PLANNING

ANNUITIES

ESTATE AND LEGACY PLANNING

INSURANCES

 Our fixed indexed annuities offer guaranteed growth and guarantee you will never lose any of your  principle or gains.  They are safe investments and an important tool for financial and investment planning.

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INSURANCES

ESTATE AND LEGACY PLANNING

INSURANCES

 Many insurances protect you and your family from financial loss when unforeseen events occur.  They can also act as excellent investments for wealth accumulation.

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ESTATE AND LEGACY PLANNING

ESTATE AND LEGACY PLANNING

ESTATE AND LEGACY PLANNING

The three main priorities of an ESTATE PLAN are to ensure that your assets are distributed in the way you prefer, that someone else has the authority to make decisions on your behalf if you are unable to do so, and that your beneficiaries are clearly defined.

LEGACY PLANNING is a financial strategy that prepares people to bequeath their assets to a loved one or next of kin after death. These affairs are usually planned and organized by a financial advisor.

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RETIREMENT

NON-CORRELATED INVESTMENTS

ESTATE AND LEGACY PLANNING

 Maximize your benefits and protect your finances with a long term care hybrid policy that gives you 3.5 times your premium. A great way of self financing.

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NON-CORRELATED INVESTMENTS

NON-CORRELATED INVESTMENTS

NON-CORRELATED INVESTMENTS

 The importance of diversification within financial and investment planning should not be overlooked with investments.  

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MORTGAGES

NON-CORRELATED INVESTMENTS

NON-CORRELATED INVESTMENTS

 Working to get people the best interest rates and programs while showing people how to use mortgages as a financial tool.  Financing your home is one of your largest investments.

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It is never too early to get started on financial and investment planning. Tell us more about your goals, and we will get you started on a plan to achieve them.

Lewin & Associates

(888) 303-1098

Hours

Monday - Friday: 9am - 5pm

Evenings - Saturday - Sunday: By appointment


Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.



                      

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