Similar to a Holistic medical approach that strives to bring a healthy balance to body, mind and soul, Holistic Financial Planning means to coordinate all aspects of your finances into one comprehensive system. We believe Money must be part of the Body, Mind and Soul approach to comprehensive health.

Since no one Holistic Financial Planning strategy can do it all, we act to unify and coordinate many different approaches to meet and exceed goals set for yourself and/or family.

Our industry relationships, specialized knowledge, problem solving skills and collective experience will serve you to get your kids into the right college at the right price, acquire proper insurance & investments to maximize returns, minimize taxes, retire and facilitate orderly estate distribution.

100 Years to Live _____________________________________________________________________ Completing a proper college level education, landing a first real job, launching a first career, selecting a life partner, starting a family, obtaining a house, educating your children, transitioning to a 2nd career, ultimately retiring, managing family wealth and passing it to your intended beneficiaries are all milestones on a life path.

Each one involves unique issues and financial planning considerations best addressed by a well-qualified team of professionals managed by a financial planner.

With over 55 years of collective experience, we have learned many lessons from our clients and strive to share a full measure of those valuable experiences with each new person that we work with.

When you choose to partner with us you will have greater comfort and control of your financial affairs. Life's little surprises can be taken in stride rather than panic.

We will collaborate with you to develop and implement a lifelong comprehensive financial plan with attention to appropriate insurance and construction of stress-free savings plans, each with a specific purpose, that will help achieve your goals.

How we do what we do _____________________________________________________________________

Our planners listen to you, analyze your unique situation, and recommend action plans. In the process, our leading-edge computer technology coupled with years of hands-on experience and old-fashioned concern for your best interests gives you peace of mind that you are with people who understand and care about YOU.

We are an Independent Holistic Financial Planning & Services Organization. We work for your best interests - not the banks, insurance companies or other financial institutions - when you have a financial need or situation.

We represent a carefully selected group of financially sound, reputable insurance companies and financial firms. We place your business with the company offering the best program for you at a competitive price.

Going Forward _____________________________________________________________________

While it is true that some good moments in our lives happen accidentally, a truly successful life follows a structured path from an early age. We all start with the same amount of time in a day. Applying our personal resources in an organized manner yields the best chance for a positive result. Financially speaking, how we finish to a great extent is determined by persistence and determination.

Road mapping the course of our lives offers the greatest probability that we get where we want to go on time, safely.

We encourage you to act on designing your own family's successes sooner rather than later by contacting us today.

Let us know that you are ready to act by calling us at 1-866-972-6480 or use the Contact Us form.

Dedicated to your financially successful life,

Jeffrey C. Lewis, CFP, CHFC, LUTCF, RHU

George L. Fox, LUTCF