Professional, straight-forward financial planning catered to the individual

Helping families since 1985 do more with their savings while avoiding risk.

Who I am What I do

Individual Financial Solutions

My company is your best source for professional, straight forward financial and money planning to help you accomplish your goals safely. Every client’s journey to financial stability and success is unique, and I approach each client’s path towards financial success that way.

Established in 1996, after working 11 years for a major insurance company, I have over 30 years of collective and comprehensive knowledge and experience. Meaning that I am able to provide the most value and innovation in today’s market.

John E. Lewis, LUTCF Financial Representative

John E. Lewis, LUTCF
Financial Representative

I am the proud father of 3 terrific children and 3 grandchildren.

Helping families since 1985 do more with their savings while avoiding risk.

Licensed in the State of Ohio

What Can I Do For You?

It All Starts With Planning

Work Towards A Comfortable Retirement
Plan For Survivor’s Cash and Income Needs
Provide a Lifetime of Income Safely
Keep Retirement Assets Safe From Loss
Plan For Long Term Care & Independence
Tax Planning To Lower Overall Taxes
Estate Planning to Avoid Probate & Tax

Products You Can Depend On

Fixed Interest Annuity
Immediate Income Plans
Fixed Index Annuities
Traditional IRA
Tax Free Roth IRA
IRA Rollover
401K Rollover
Pension Plan Rollover
SEPP, KEOGH and 403B Rollover
Income Tax Preparation

Income Taxes

Make Your Appointment Today

Make Your Appointment Today

419-515-0862

Fast and Accurate Preparation
Direct Deposit Refunds
Federal, State, and Local
Safe Electronic Filing
Free Consultation
Walmart Money Card

Let’s Get In Touch

3708 S Columbus Ave
Sandusky, Ohio 44870

Phone: (419) 515-0862
Office Hours By Appointment Only

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