GARY A. LEWIS
Gary has worked in the financial services industry since receiving his MBA from Northwestern University’s Kellogg Graduate School of Management in 1988. In addition to working in banking, investments, taxes, risk management and estate planning, Gary spent more than six years as a regulator with the Commodity Trading Commission. The work in a federal regulatory agency instilled in him a high degree of integrity and ethics that he has carried since.
Since 1999, Gary served as a fee-only financial planner, providing financial planning expertise to individuals of all economic levels, in all parts of the US as well as Mexico City. While recently serving as director of financial planning for a major insurance company and a major CPA/investment firm, Gary made sure that all financial plans produced, firm-wide, were in the clients’ best interests and not merely used as sales tools.
Gary has earned the Certified Financial Planner, CFP® and Chartered Financial Consultant, ChFC® designations. Each certification requires a high level of knowledge and experience, but also requires maintaining the highest ethical standards Gary has never violated any ethics rule nor been ever accused of such. He has always held the highest levels of integrity and client confidentiality.
Gary earned the Chartered Adviser for Senior Living, CASL® designation in July 2010. As the title indicates, this program provides education on understanding the changes that occur in people as aging progresses; how communication techniques change as people age and the financial issues associated with retirement and long term care. Gary is an active part of various senior organizations in Chicago's Western suburbs and provides talks on senior issues free of charge.
DAILY MONEY MANAGEMENT
Paying bills, filing medical claims, and balancing checkbooks can often be challenging for many.
Forgetting to pay a bill or even being a day late can cost you money in late fees and higher interest rates.
I am a financial expert who will work with you: sorting your mail, organizing your financial records, preparing checks for your signature, developing a budget, reviewing medical bills and many other personal financial tasks.
Bill paying is an important instrumental activity of daily living, often ignored by senior care providers. I know that your financial well-being is also an important factor in successful aging-in-place.
Contact me at gary@assetdesigncenter.com to learn more.
Forgetting to pay a bill or even being a day late can cost you money in late fees and higher interest rates.
I am a financial expert who will work with you: sorting your mail, organizing your financial records, preparing checks for your signature, developing a budget, reviewing medical bills and many other personal financial tasks.
Bill paying is an important instrumental activity of daily living, often ignored by senior care providers. I know that your financial well-being is also an important factor in successful aging-in-place.
Contact me at gary@assetdesigncenter.com to learn more.
LET ME SPEAK TO YOUR GROUP
Allow me to spread the wings of Guardian Angel Protection over members of your organization. Learn how you can detect fraud BEFORE IT HAPPENS. Discover ways to reduce taxes and fees that eat away at your investment returns.
The presentations are free of charge and can be tailored to meet the size and composition of your group. No annuity or other product sales here. I don't sell them. No pitches to replace your current advisers. Only good information you can use to protect yourself.
For more information, contact me at gary@assetdesigncenter.com
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