About Jeffery Lewis CFP

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So far Jeffery Lewis CFP has created 14 blog entries.

Does Your Financial Plan Need a Second Opinion?

By |2019-08-08T13:15:50-07:00November 8th, 2017|

Does Your Financial Plan Need a Second Opinion? When we face life’s tough decisions, such as a career move, relocation, or a medical treatment, we usually conduct research and gather as much information as possible. Sometimes we look to trusted mentors, family, friends, or even the Internet in order to make the most informed decisions. [...]

Your Financial Crisis Checklist

By |2019-08-08T13:13:38-07:00October 10th, 2017|

Your Financial Crisis Checklist: At Epic Trust Investment Advisors, we often help people through financial crises. This includes anything from divorce, death of a spouse or parent, job loss, and even receiving a financial windfall. During my career, I’ve seen people make damaging financial mistakes during times of stress or change. Since major life [...]