Retirement guidance built around safety
Protecting What
You’ve Built.
Straightforward retirement strategies designed to help protect the money you’ve worked a lifetime to build and create sustainable, predictable income for the years ahead.
LEWIS
Our approach
A Straightforward Approach
to Retirement
Retirement decisions don’t have to feel complicated. Our approach is built around three simple principles.
Safety first
Protecting what you’ve worked hard to build.
Reasonable rate of
return
Seeking sensible growth while keeping your long-term goals in focus.
Keep it simple
Clear strategies and conversations you can understand.
Our team
Personal Guidance from People Who Know You
Meet the people behind Lewis Financial Services — a small team focused on making retirement guidance personal, clear, and comfortable.
Founder
Timothy Lewis
Tim helps pre-retirees and retirees prepare for the years ahead with a straightforward focus on safety and sustainable income.
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Tim is a Certified Financial Fiduciary® (CF2) with nearly two decades of experience helping individuals and families prepare for retirement. As a second-generation financial professional, Tim began his career working alongside his father, who has more than 50 years of experience in the financial services industry.
Tim works with pre-retirees and retirees to help protect the money they’ve worked a lifetime to build and create retirement strategies focused on safety and sustainable, predictable income.
At the heart of Tim’s philosophy is a straightforward belief: Keep it simple. Keep it safe. Seek a reasonable rate of return while building a retirement on a foundation of safety.
Seminar Coordinator
Kristen Lewis
Kristen helps make each interaction with the office welcoming, organized, and comfortable.
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Kristen serves as the Seminar Coordinator at Lewis Financial Services and is often one of the first points of contact for our seminar guests and clients. She plays an important role in making sure every interaction with our office is welcoming, organized, and comfortable.
Before joining Lewis Financial Services, Kristen worked in healthcare, where she developed a strong background in helping people feel comfortable, cared for, and supported.
From coordinating seminars and scheduling appointments to client follow-up and day-to-day communication, Kristen helps make the process simple and comfortable for the people we serve.
In her downtime, Kristen enjoys spending time with her two boys, family, and friends.
Consultant
Bill Lewis
Bill brings more than five decades in financial services and the perspective of a retiree to Lewis Financial Services.
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After a career spanning more than five decades in the financial services industry, Bill is now retired from the day-to-day business while continuing to play an important role behind the scenes at Lewis Financial Services.
A graduate of the University of New Haven with a degree in accounting, Bill began his career in financial services in 1968.
Bill has served as a mentor to Tim throughout his career, providing unique guidance and the perspective of a retiree to Lewis Financial Services.
How we help
Retirement Strategies Designed
Around What Matters Most
Focused guidance designed to help protect your retirement assets, create dependable income, and prepare thoughtfully for the future—without wealth or investment management.
Principal Protection
Strategies designed to help protect the money you’ve worked hard to accumulate.
IRA & 401(k) Rollover Options
Helping you understand available options as you transition from working life into retirement.
Retirement Income Strategies
Creating a straightforward approach designed around sustainable and predictable retirement income.
Legacy & Beneficiary
Strategies
Thinking thoughtfully about the people and causes that matter most to you.
Our philosophy
Keep it simple.
Keep it safe.
Seek a reasonable rate of return.
Built on a foundation of safety.
Rooted in Connecticut
Local Experience. Personal Guidance.
For 18 years, Tim has worked with individuals and families preparing for retirement in the local market. Lewis Financial Services brings that experience to pre-retirees and retirees throughout Connecticut.
Upcoming events
Retirement Education, Without the Pressure.
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Understanding Different Retirement Strategies
A clear introduction to the decisions that can shape a confident transition into retirement.
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Creating Retirement Income
A clear introduction to the decisions that can shape a confident transition into retirement.
