We can offer a wide variety of financial planning and investment services, and a wide range of products—from Voya Financial Advisors and other insurance/financial services companies.

Services to help you understand your goals and current situation…

  • Wealth Management Strategies
  • Financial planning
  • Retirement planning
  • Education funding
  • Estate planning
  • Risk management analysis
  • Model investment portfolios
  • Asset allocation strategies

Insurance and investment products to help you invest for the future…

  • Strategic Advisory Service1
  • Brokerage accounts
  • Stocks
  • Bonds
  • Mutual funds1
  • Tax-efficient investments1
  • IRAs and ROTH IRAs
  • Life insurance*
  • Disability insurance*
  • Long-term care insurance*
  • Individual health insurance*
  • Medicare supplement insurance*
  • SIMPLE IRA/SEP/401(k)/403(b)/457/401(a)

If you have any questions, please send us an email or give us a call.

1For more complete information on the charges and expenses, please contact us at 503-937-0378 or DEFERREDCOMP@LEWIS-STEFANI.COM for prospectuses. Read carefully before you invest or send money.

*Offered throughVoya Insurance Services, Inc. or outside insurance carriers where licensing and agreements exist.