Layman Lewis Financial Group

Layman Lewis Financial Group is a Wealth Management firm in Johnstown, CO. They have served families and business owners across Northern Colorado, including Fort Collins, Loveland, Windsor, and beyond, with personalized wealth management strategies since 2008. The firm provides retirement planning and financial advisory services to help clients prepare for the future. Their specific offerings are organized into three categories: growing assets through retirement income strategies, wealth management, annuities, investments, and IRA or 401(k) rollovers; preserving assets via tax planning, asset protection strategies, life insurance, tax-efficient strategies, and long-term care strategies; and providing for others through IRA legacy planning. They also refer clients to professionals for Medicare planning, trusts, charitable giving, and estate planning. The firm holds a 4.70 rating based on customer reviews.

The firm utilizes a five-step PEACE Process™ to help clients gain clarity and confidence in their financial future. This process includes Personal Connection, Education, Action and Agreement, Creation, and Enjoyment. It involves examining goals and dreams, conducting portfolio analyses, and implementing proposed plans. As an independent financial advisory firm, Layman Lewis Financial Group offers a vast array of financial products and services without being tied to specific investments. They emphasize objective guidance and fee transparency, examining specific investments and associated fees, including hidden costs, during initial portfolio analysis. The team is led by President and Financial Professional Alicia Lewis and Chief Investment Officer and Financial Analyst Joshua Lewis. Other team members include Financial Professional Jeff Green, Chief Operations Officer Keri, Director of Marketing Rachael, Director of First Impressions Danielle, and Client Service and Transfer Specialists Zachary and Lauren. They also host seminars, webinars, and events to educate people on retirement concerns such as unexpected medical expenses and maintaining a standard of living.

The firm is known for its positive rating from the customers who have reviewed it. This reflects a reputation for providing trusted financial advice and helping clients pursue their retirement dreams. With decades of experience, they have helped many individuals and families in the Northern Colorado area achieve their financial goals.

Layman Lewis Financial Group combines its extensive experience in retirement planning with a client-focused approach to serve the Northern Colorado community. Their commitment to education and transparency makes them a reliable choice for wealth management in Johnstown.

BizScoreAI awarded Layman Lewis Financial Group a Technical score of 91 out of 100, ensuring the website is secure and readable by search engines without errors. The firm also received a Discoverability score of 75 out of 100, which confirms that AI crawlers can access every page to facilitate recommendations by AI assistants.