Personal Financial Consulting
At Lewis, Hooper & Dick, we take a big picture approach helping you achieve your maximum personal net worth. By understanding your personal and business financial objectives, we assist you in implementing a holistic working plan for your overall wealth management needs. There are many important elements of a healthy financial plan, including:
- A diversified portfolio aligned with financial goals and risk tolerance
- Sound tax strategy
- Regularly updated estate and retirement plans
- Post-secondary education savings plans for family members
- Insurance and risk management plans
To create effective and cohesive financial plans, we work closely with your other advisors, such as attorneys and personal bankers. We offer customized financial services that meet the specific needs of each of the clients we serve.
For more information on personal financial consulting or to find out how we can help you, please contact:
- David Hetrick, CPA | daveh@lhd.com | 620-275-9267