Financial planning services in tampa, fl.
Also serving Clearwater, FL.

Helping you plan a bright future!

(888) 303-1098

ANNUITIES

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 Our fixed indexed annuities offer guaranteed growth and guarantee you will never lose any of your  principle or gains. 

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INSURANCES

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 Many insurances protect you and your family from financial loss when unforeseen events occur. 

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RETIREMENT

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 Maximize your benefits and protect your finances with a long term care hybrid policy that gives you 3.5 times your premium. 

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NON-CORRELATED INVESTMENTS

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 The importance of diversification. 

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MORTGAGES

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 Working to get people the best interest rates and programs while showing people how to use mortgages as a financial tool. 

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Get Started Today

It is never too early to get started on your investment plans. 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