Securing a better financial future has never been easier than working with Individual Financial Services. Our financial services have been helping our clients retire well with tested savings strategies.
We Help With
- Retirement Planning
- Savings Strategies
- Life Insurance
- Long Term Care Insurance
- Medicare Supplements
- Tax Preparation
- Estate Planning
- College Funding Planning
- Long Term Planning
- Survivorship Planning
Whether you need help planning for retirement, growing your savings portfolio, or finding life insurance that fits you, Individual Financial Services is here to help. Schedule a free consultation today!Schedule a Free Consultation
Why Choose Individual Financial Services For
Your Retirement Planning?
For most people, planning for retirement can be overwhelming. With all the uncertainties associated with your future, you should be confident your finances aren’t going to change. Individual Financial Services helps you do just that.
Custom Tailored Savings Strategies
We help our clients work towards a comfortable retirement. Our flexible retirement planning strategies consider your values and personal lifestyle to create a plan you’re most comfortable with.
When looking ahead to the end of your career, it helps to know you’ll have something waiting for you. We handle your savings while managing risk to ensure you keep the stability and comfort your lifestyle demands.
Tax Preparation Made Easy
Tax season doesn’t have to be stressful. Individual Financial Services provides tax preparation services, so you don’t have to take time out of your busy schedule to do your taxes. Over the last 30 years, we’ve striven to maximize our client’s returns without them having to do a thing.
John E. Lewis, LUTCF
- Financial Representative -
Since opening our practice in 1996, John Lewis has provided the citizens of Ohio with trusted financial guidance for greater financial stability. As a licensed financial representative, he is prepared to help you best navigate your finances long-term.
Schedule A Consultation Today
Individual Financial Services is here to help you take charge of your financial future. To schedule a consultation, please call (419) 515-0862 or complete the contact form below. Schedule a Free Consultation