Layman Lewis Financial Group

Layman Lewis Financial Group is a financial planning and retirement advisory firm serving Northern Colorado. Its work centers on retirement planning, including retirement income strategies, wealth management, annuities, IRA and 401(k) rollovers, tax planning, asset protection, life insurance and legacy planning through IRAs. The firm describes itself as an independent advisory practice that offers a range of products rather than being tied to particular investments.

New clients usually start with a 15-minute call, and the firm also meets in person at its office or online. The firm reviews investment fees during the initial portfolio analysis. It also holds seminars and webinars on retirement topics, and offers a free book, Peace Out, to people who ask for it. The main office is at 5401 Stone Creek Circle in Loveland, with a second location in Westminster.