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


  • 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