Mission Statement

"I help families retire on their own terms."

-Mike Lewis


Fee-Based Planning

I design and create your personal financial plan. My responsibility is to ensure your interests and goals are always put first. In Fee-Based Planning I work to make sure your financial needs are met with an understanding of your needs and goals.

 

Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern


Focus on Retirement

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

Mike Lewis works with his clients in every phase of retirement planning:

Saving for Retirement

Approaching Retirement

Living in Retirement

 

Michael W Lewis, CLU®, ChFC®, RICP®

Wealth Management Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck