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

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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