Income you won't outlive. Less tax. A clean legacy.
We offer individual financial advice and tailor-made strategies for you, your family, and your company to achieve financial goals, allowing you to feel free and rest easy. Discover our services.
Rethinking financial security
In today's rapidly changing economic landscape, particularly when it comes to financial and retirement planning services it's crucial to understand your options. As individuals face longer life expectancies and uncertain market conditions, a comprehensive approach to planning becomes essential. This involves not only saving and investing but also considering factors such as inflation, healthcare costs, and sustainable income strategies. By redefining financial security to include flexibility and adaptability, individuals can better prepare for their future, ensuring that their financial goals align with their evolving needs and aspirations. Emphasizing personalized strategies through professional guidance can empower clients to navigate their financial journeys with confidence and peace of mind.
500+
Successful business plans
3800+
Satisfied customers
15
Years of experience
Our expertise for your future
At our financial and retirement planning service, we bring over 15 years of expertise to help you secure a prosperous future. Our dedicated team understands the complexities of financial markets and retirement strategies, allowing us to provide tailored solutions that align with your unique goals. Whether you're just starting to plan for retirement or are looking to refine your existing strategy, we are committed to guiding you every step of the way. Trust us to leverage our extensive experience and knowledge, ensuring you make informed decisions that set you on the path to financial stability and peace of mind.
Chandra Lewis | CEO/Founder
Individual financial advice for every situation
When navigating the complexities of financial and retirement planning, we ensure that each person's unique circumstances and goals are taken into account. Whether you are just starting your career, preparing for a major life transition, or approaching retirement, tailored guidance can help you make informed decisions about saving, investing, and managing debt. By assessing factors such as income, lifestyle, risk tolerance, and future aspirations, our team can create personalized strategies to optimize your financial health and security. This individualized approach not only enhances your confidence in your financial decisions but also lays the groundwork for a comfortable and worry-free retirement. Prioritizing individualized financial advice empowers you to achieve your objectives while adapting to life's changes along the way.
For private individuals
We provide comprehensive assessments, expert advice, and retirement planning solutions to ensure you have a secure and prosperous future. Let us help you navigate the complexities of financial planning and achieve the peace of mind you deserve.
For companies
By partnering with financial professionals, companies can provide tailored solutions that address diverse employee needs, from retirement savings plans to investment strategies to grow and expand their businesses. This not only helps attract and retain top talent but also fosters a culture of financial literacy and responsibility within the organization, ultimately contributing to the overall growth, success and stability of the company.
“You can only reach unimagined heights in a headwind.”
Your loyal partner
What can we do for you?
At our financial and retirement planning service, we are dedicated to helping you achieve your financial goals and secure your future. Whether you're looking for comprehensive retirement strategies, wealth building advice, or personalized legacy creation, our experienced team is here to guide you every step of the way. We can assess your current financial situation, create tailored plans to meet your specific needs, and provide ongoing support to ensure you stay on track. Let us help you navigate the complexities of financial planning so you can enjoy peace of mind and focus on what truly matters to you.
Chandra Lewis & Associates
Giving you a Peace of Mind that Will Last a Lifetime
Contact us
Telephone: +1703-634-0377
E-mail: support@chandralewis.com
Mailing: 13926 Hull Street Rd, PMB 1195 Midlothian, VA. 23112