Layman Lewis Financial Group

Layman Lewis Financial Group We are a financial planner helping retired people all over the US have PEACE in retirement.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 2174970 - 02/25 Layman Lewis Financial has been working with friends and neighbors throughout the greater Colorado area to help them work toward their financial goals through the use of insurance and investment products.

07/16/2026

While most people may treat benefits like just another box to tick, it’s actually a strategic move that depends on your lifestyle, income, and taxes. Taking control of when you act can potentially save you big in the long run. So, are you looking at your benefits the right way?

07/16/2026

Make a better choice about where to live as a retiree.

07/14/2026

We all hope for the best, but are you planning for the worst?
Most people see healthcare expenses as a one-time hit: premiums, deductibles, prescriptions, dental, vision… But the real shock? Long-term care doesn’t hit all at once. It chips away at your savings over time. Are you planning for those slow, inevitable costs? What’s your biggest healthcare concern? Drop it below!

07/13/2026

Thanks for joining our exclusive live broadcast. Feel free to share your questions and interact with other participants in the chat.

07/09/2026

Here are the ideal places for retirees to live.

06/25/2026

Is a Roth conversion worth it for you? Here's what you need to consider.

Most people ask, "Should I do a Roth conversion?" but the real question is:
What do you believe about your taxes in the future? If you think taxes are going up, a Roth conversion may be worth discussing.

If you believe they'll go down or stay the same, maybe not. It's not just about age or income- it's about your future tax outlook. And yes, some investors believe tax rates may increase over time.

Understanding your personal feeling on future taxes is key. Your decision hinges on whether you think taxes will rise or fall. Here's the takeaway: Your current tax rate vs. your future rate can make or break a Roth conversion.

Think about it: if taxes go up, paying them now could potentially save you a lot later.

06/23/2026

Ever wondered how to turn your child's savings into more flexibility?

You might think 529 plans are the only option, but there are additional strategies that may offer different features. For example, transferring funds into a Roth IRA for your child may help create a future inheritance- even if they don’t go to college.

Other options include using life insurance beneficiaries or setting up a UTMA account, which gives your children more control over their money for training, starting a business, or other ventures.

It’s all about giving your kids options and some financial backup for their dreams.

What strategy are you considering?

05/28/2026

See what a century of investing history shows.

05/26/2026

A quick guide to key Social Security decisions.

05/21/2026

History shows why comfort can come at a cost.

Address

5401 Stone Creek Cir, Ste 201
Loveland, CO
80538

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm

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