Layman Lewis Financial Group

As a third generation financial professional, Alicia blends the right practices of traditional financial strategies with modern techniques to help clients pursue their goals - both now and in retirement. To accomplish this, she creates customized strategies with a variety of insurance products for each client, designed to help protect their assets, potentially reduce taxes and possibly even increase retirement income.

When it comes to planning for retirement, Alicia knows that everyone has a different "ideal" retirement. That's why the team at Layman Lewis focuses on creating plans that are customized and personalized for each client's unique goals. "Everyone has a picture of how they want to spend their days when they retire," Alicia said. "What does the perfect day or year look like in your retirement? There are no wrong answers - it's all about picturing the right retirement for you, and then putting together the right strategies to help make that vision a reality."

Joshua didn't choose the financial services profession - it chose him. "As a child, I learned very early that finances need to be carefully managed," he said. "We were low income and welfare poor. This drove me to learn about money, its function and how commerce worked in my own personal economy of scale. I devoted myself to earning and saving money.

"Then I learned of a crazy concept where your money works for you," Joshua continued. "My grandpa got me on the track of investing and learning how I could use money I earned to increase my own business practices. I also always wanted to do work that helps people make their lives better. Becoming a financial advisor was a perfect fit for me since I get to focus on my two passions: investing and helping others."

Joshua uses that passion in his daily interactions with clients. He oversees their managed portfolios and meets with clients regularly to monitor, track and evaluate progress. He makes it his personal responsibility to make sure the strategies the firm implements and manages are helping clients reach their financial goals, both now and throughout retirement. Joshua has passed the 65 securities exam.

Jeff is highly involved in all aspects of the financial planning process. He meets with clients regularly to review their progress, assists with all aspects of the business process, and keeps up to date with current technology and products that might benefit clients.

Jeff chose the financial services industry for two reasons: he loves people, and he loves solving problems. "This job is a unique blend of both," he said."I love watching people go through the process. When we put together a plan for them and see the financial confidence it brings - that's rewarding!"

He also is honored to support clients in hard times. "We walk through tragedies with our clients, such as losing a spouse or family member," Jeff said. "We know that since they had a plan, they have a foundation to land on through the grieving process, and they don't have to worry about money through difficult times."