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Kris Lewicki, CFP®, ChFC, CASL

Kris Lewicki & Associates, LLC

8890 W Oakland Park Blvd
Ste 202
Fort Lauderdale, FL 33351
Phone: (954) 572-0214
Fax: (954) 252-4131

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: Asset based fee and/or financial planning hourly fees

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.