Lewis and Palmer Financial Solutions Group

Lewis and Palmer Financial Solutions Group Securities and investment advisory services offered through LPL Financial, Inc. member FINRA/SIPC.

LPL Financial is separately owned and other entities and/or marketing names, products or services referenced here are independent of LPL Financial.

What does it actually cost to raise a child? You might be surprised.
07/07/2025

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Tax time can be a good time to give your household budget a checkup.
07/03/2025

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Take the time to think about these three things when shopping for your next vehicle.
07/02/2025

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Where will your retirement income come from? Do you know all the choices available?
06/30/2025

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

There are benefits and limitations when you decide to donate stock. Learn more from our message.
06/26/2025

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
06/25/2025

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

A few strategies that may help you maximize your Social Security income.
06/23/2025

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Considering alternative investments? It’s critical to sort through the complexity.
06/19/2025

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
06/18/2025

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
06/16/2025

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
06/12/2025

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
06/11/2025

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Address

7522 Wiles Road B109
Coral Springs, FL
33067

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19546337908

Website

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