Zebulon Lewis, Financial Advisor

Zebulon Lewis, Financial Advisor

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About

I work with a firm with a comprehensive macroeconomic approach to Financial Planning. We approach the entirety of your finances with consideration for how all of the pieces of their specific financial puzzle fits together, and how to get them from where you are today, to the path that will lead you to achieving as many of your goals as possible.

You can check me out on my business Facebook page at https://www.facebook.com/zeblewisLFG/.

There are few better things in life than showing people what they are truly capable of, and then helping them to take the necessary steps to put them on a path that moves them towards that reality.


Highlights

1 employee
9 years in business
Serves Morgantown , WV

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Frequently asked questions

We start with a basic conversation describing our planning approach.  This allows both us and the potential client to get to know one another to make sure that we both agree it's a good fit.  After an initial meeting, we collect enough data to paint a current picture of the potential client's financial situation at present, and then walk through a structured process to move the client towards a path that will start them down a path that will leam them to reach their goals.

I have 5 years of experience, and am fully licensed in all necessary insurance licenses.  In addition, I currently carry Series 6, 63, and 65 securities licenses.

This is situation dependent, but typically I do not charge planning fees.

My wife's parents had worked with somebody at the firm where I currently run my business.  I saw how that planning impacted their lives, and was a client with my wife for 4 years before I changed from a career in IT to this path.  I loved what I saw from this firm and wanted to be a part of what I saw them doing in people's lives.

I've worked with individuals just starting out in their career.  I've worked with business owners with planning for their business, their personal finances, and helping with benefits for their employees.  I've worked with couples and families in the middle of their career lives, and I've worked with state associations to achieve various objectives set forth by their members.

Other than my family and my church and this career, the other huge piece of my life is volleyball.  Starting this year I'm coaching a high school volleyball team and recently got to conduct summer workouts with all of the fall hopefuls.  After spending several years getting a middle school program put in place and coaching for 2 years at that level, I'm incredibly excited to step into the high school arena.

Find a person/firm whose financial strategy makes sense to you and is based on the best life you can achieve, no merely what you need.  And make sure they are somebody who you enjoy speaking with.

Decide what your goals are that you want to achieve, but don't decide on how you want to achieve them, as you wouldn't walk into a doctor's office and tell them you want them to treat your illness.

Ask yourself what a successful relationship with a person in the financial world would look like to you.


Services offered

Financial Services And Planning