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Services

Financial Planning

At Hoyt, Lewis and Associates, we don’t take a cookie-cutter approach to designing a financial plan. We listen to you and your family’s needs, concerns and goals...

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Risk Management

Insurance and annuities are powerful tools that can be used to transfer risk and leverage wealth...

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Investment Management

We work closely with you to design, implement and monitor a strategy that reflects your specific investment objectives and tolerance for risk...

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Retirement Strategies

At Hoyt, Lewis & Associates, we work to guide our clients toward and through a successful retirement. We appreciate the complexity and gravity of this life transition and know it can seem overwhelming to many people...

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Estate Planning

You have worked hard to create your wealth for today and for your family tomorrow. Our estate planning services focus on your values and goals...

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