Mark J. Lewis, Financial Professional, MassMutual Northern California

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Walnut Creek, CA
Mark J. Lewis, Financial Professional, MassMutual Northern California

Helping People Secure Their Future and Protecting Those They Love Preparing for that next step in life isn’t always easy.

Along with a team of professionals at MassMutual, I provide guidance to my clients to help them reach their financial goals. I will analyze your current financial situation and help you:
• Identify financial goals and concerns
• Illustrate what is being done to reach your goals and deal with concerns
• Identify gaps, if present, and offer solutions to fill them. My access to a wide variety of prod

ucts and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I am licensed to sell insurance in California (CA Insurance License Number 0K95760); Kentucky, Nevada and Oregon. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance business.

03/05/2025

What happens when you discover that your retirement savings and spending are leaving you with an income gap? Let’s see if an annuity can help you extend your savings and bolster your retirement income.

https://blog.massmutual.com/retiring-investing/retirement-gap-income-annuity.

02/24/2025

Retirement planning is a journey of empowerment. Let’s create a plan that honors your identity, dreams, and aspirations.

02/20/2025

Physicians: help protect your financial stability even if an injury or illness prevents you from working. Contact me to learn more about the Own Occupation Rider (available for an additional cost).

02/18/2025

During periods of high inflation, protecting your financial future can be crucial. Let’s talk about how whole life insurance can be a reliable financial tool during economic uncertainty.

02/12/2025

Only 43% of non-retired Americans feel like their savings are insufficient to retire by their desired age. Let’s talk through your retirement plan and see if an annuity can lift some of that retirement anxiety.

Source: Gallup “Nonretirees’ Retirement Outlook” April 2023

02/10/2025

Like food groups, financial needs fall into different priority levels. Let’s talk about what YOUR pyramid might look like.

https://blog.massmutual.com/planning/budget-building-financial-pyramid.

02/04/2025

Challenging economic times can leave us feeling uncertain about the future. Whole life insurance provides stability with a value that won’t be impacted by market conditions. Let’s discuss how it can fit into your financial strategy.

01/30/2025

I know the importance of income protection, especially within the medical community. We are a leader in individual disability income (DI) insurance and our features and benefits make us a great choice for physicians looking to help secure their income with DI insurance. Contact me to learn more.

01/29/2025

Do you know what the tax benefits of an annuity are? Let’s talk through your retirement plan and see if an annuity with tax deferral can help make your savings compound more efficiently.

https://compass.massmutual.com/api/public/assets/file/bltc0187d7dd5681b53.

01/27/2025

Six steps to improve your financial wellness in 2025. Ready to get started? I can help.

01/22/2025

The age friendly institute found that financial concerns rank highest on list of stressors for older Americans. Let’s see if adding an annuity can simplify things while adding reliability to your plan.

01/21/2025

Now is the perfect time for a financial checkup to ensure you’re on track for the future. Let’s connect to make sure your life insurance coverage is keeping up with your life and goals.

Address

3003 Oak Road, Suite 250
Walnut Creek, CA
94597

Website

http://advisors.massmutual.com/mark-j-lewis

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