Kris Lewicki & Associates is a fee-only financial planning and wealth management firm serving clients in Florida and nationwide. We offer retirement planning, investment management, tax and estate strategies, and business owner financial planning. As fiduciary advisors, our mission is to provide objective advice, clear guidance, and personalized plans designed around your goals.
Retirement Strategies Designed Around You
Retirement looks different for everyone. For those still building wealth toward retirement, we focus on helping you grow and protect your savings through disciplined strategies. For those approaching or already in retirement, we help design income and distribution plans to support your lifestyle. No matter where you are on the path, our goal is to provide peace of mind as you move toward financial independence.
Investment Management
When it comes to financial planning and wealth management, your portfolio should reflect your goals, time horizon, and comfort with risk. We conduct an in-depth review of your current portfolio, risk tolerance, liquidity needs, and long-term objectives. From there, we craft custom investment strategies and provide ongoing management with clear, unbiased advice that is always aligned with your best interest.
Tax-Efficiency
We consider tax implications in financial planning and coordinate with your tax professionals when appropriate. Our goal is to help you develop strategies designed to improve tax efficiency and long-term results.
Estate Planning for Generational Security
Estate planning is about more than documents; it’s about protecting the people and causes you care about. We help you think through how your assets should be managed and transferred, then coordinate with your estate planning attorneys to put the right tools in place. Our role is to make sure your financial plan aligns with your wishes so your legacy is carried out with clarity and confidence.
Planning for Business Owners
Running a business brings unique financial challenges and opportunities. We help business owners balance personal wealth with business needs by evaluating retirement plan options, succession strategies, and continuity planning tailored to your situation. Whether you are focused on growth today or preparing for a future transition, our goal is to provide guidance that supports both your business and your long-term financial independence.
