We can offer a wide variety of financial planning and investment services, and a wide range of products—from Voya Financial Advisors and other insurance/financial services companies.
Services to help you understand your goals and current situation…
- Financial HealthcheckTM
- Full financial planning
- Retirement planning
- Education funding planning
- Estate planning
- Risk management analysis
- Model investment portfolios
- Asset allocation management
Insurance and investment products to help you invest for the future…
- Strategic Advisory Service1
- Brokerage accounts
- Stocks
- Bonds
- Mutual funds1
- Tax-deferred investments1
- IRAs and ROTH IRAs
- Post-retirement payout products
- Life insurance*
- Disability insurance*
- Long-term care insurance*
- Individual health insurance*
- Medicare supplement insurance*
- SIMPLE IRA/SEP/401(k)/403(b)/457/401(a)
If you have any questions, please send us an email or give us a call.
1For more complete information on the charges and expenses, please contact us at 503-937-0339 or wendy@lewis-stefani.com for prospectuses. Read carefully before you invest or send money.
*Offered through Voya Insurance Services, Inc. or outside insurance carriers where licensing and agreements exist.