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William R. Lewis, CFP®

Wealth Management Concepts

3801 Union Dr
Ste 106
Lincoln, NE 68516
Phone: (402) 420-6633
Fax: (402) 420-6699

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Insurance
  • Life Planning
  • Retirement
  • Personal Taxes

 

How Planner Charges

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