Financial Services

Financial Services That Protect Your Future and Grow Your Wealth

At Lewis Insurance Group, we believe your money should work as hard as you do. That’s why we offer a full suite of financial planning services designed to help individuals, families, and small business owners build wealth, minimize taxes, and plan confidently for the future.

Whether you're thinking about retirement, concerned about long term care, or unsure how to handle a 401(k) rollover, we provide personalized guidance and powerful tools to help you make the right financial moves, today and tomorrow.

Annuities, Guaranteed Retirement Income You Can Count On

If you're looking for retirement income you can't outlive, annuities may be the solution. We offer a wide range of fixed annuities and tax deferred annuities from trusted carriers to help you lock in long term financial security.

Looking for the best annuities for retirement or trying to compare annuity vs 401(k) options? We walk you through your choices so you can make smart, informed decisions.

Compare annuity rates today
Learn how to buy annuities online
Understand the tax advantages of deferred annuities
Protect your savings with guaranteed income for life

Long Term Care Insurance, Protect Your Assets From the Unexpected

Long term care insurance helps cover the cost of home care, assisted living, or a nursing home, expenses that Medicare often doesn’t cover. Without proper coverage, long term care can drain retirement savings fast.

We help you explore affordable long term care options that preserve your independence and protect your legacy.

Compare nursing home insurance costs and benefits
Understand the difference between Medicare and long term care insurance
Find the right long term care policy for your age and health
Get answers about long term care policy cost in Texas and beyond

Retirement Planning, Turn Today’s Income Into Tomorrow’s Freedom

Planning for retirement isn’t just about saving, it’s about creating a retirement income strategy that works. At Lewis Insurance Group, our advisors help you design a personalized plan based on your goals, lifestyle, and risk tolerance.

Whether you’re preparing to retire early or just getting started, we can help.

Meet with a local retirement planning advisor
Use our tools like the retirement planning calculator
Explore the best retirement plans for small business owners
Learn about early retirement planning strategies
Discover flexible retirement plan options that match your income and tax goals

Tax Planning, Keep More of What You Earn

Smart tax strategies can lead to major savings, both now and in retirement. Our team provides tax planning services for individuals, families, and small businesses, helping you reduce liability and take advantage of deductions before year end.

Looking for tax planning services near me in Texas? We’ve got you covered.

Discover powerful tax planning strategies
Learn tax deduction tips that apply to your situation
Get help with small business tax planning
Prepare for retirement with year end tax planning moves

401(k) Rollovers, Take Control of Your Retirement Assets

Changing jobs? Retiring soon? Don’t leave your retirement money behind. We offer expert help with 401(k) rollovers, helping you evaluate the best rollover options, avoid 401(k) rollover fees, and stay compliant with IRS rules.

Whether you want to rollover your 401(k) to an IRA or need help comparing IRA rollover investment options, we’ll guide you every step of the way.

Understand the 401(k) rollover process
Navigate 401(k) rollover rules and timelines
Work with a trusted 401(k) rollover advisor
Learn how to avoid taxes and penalties during a rollover to IRA

IRAs, Tax Advantaged Retirement Growth

IRAs remain one of the most flexible tools for tax advantaged investing. We help you compare Traditional IRA vs Roth IRA benefits and set up the right account based on your income, retirement timeline, and tax bracket.

We also specialize in:

Understanding inherited IRA rules
Calculating IRA contribution limits
Comparing the best IRA investment options
Managing your IRA rollover process
Planning a Roth IRA conversion the right way

Disability Insurance, Income Protection When Life Changes

If injury or illness prevents you from working, disability insurance replaces a portion of your income, so you can keep paying bills and protecting your family.

Whether you’re looking for short term or long term disability coverage, we help you compare policies and buy disability insurance online or through your employer.

Get fast disability insurance quotes
Understand group disability insurance options
Protect your paycheck with affordable disability insurance benefits
Compare disability insurance for professionals, business owners, and employees

Local Service, Nationwide Support

Based in Houston, we proudly serve clients across Texas, Georgia, California, Florida, Illinois, North Carolina, Ohio, Maryland, and Indiana. Whether you're seeking long term care insurance in Texas, exploring annuity rates today, or comparing retirement planning advisors near me, our team is ready to help.

Why Choose Lewis Insurance Group for Financial Planning?

Independent advisors, we work for you, not the insurance companies

Customized strategies, every plan is tailored to your goals, timeline, and risk tolerance

Strong financial and top rated carriers

Access to leading annuity, IRA, and disability providers

Clear communication, no jargon, no pressure, just honest advice

All in one service, combine your insurance, retirement, and tax planning in one place