Lewis & Associates Tax Planning, Inc.

(630) 845-9664
Hours of Operation
Monday - Friday:
9:00 a.m. - 5:30 p.m.

Wealth Management Services

Wealth Management Services in St. Charles, IL

A simple application of the tax law offers very little relief for business owners and pre-retirees who are paying income and estate tax at top brackets. We believe in an honest, direct approach; such as business advisory and wealth management services in St. Charles, IL. We offer a combination of tax and investment strategies to avoid higher than necessary tax payments. Contact us to let us guide you through the tax maze to find you relief.

Find Ways to Minimize Your Tax Liability

We Partner with Rhodes Capital Management, Inc. of St. Charles, Illinois. Mr. Sean C. Rhodes, a 26 year industry veteran is a Financial Advisor who offers:

• Business Wealth Optimization, Tax Planning and Cost Reduction Strategies
• Retirement Planning and Income Solutions
• Investment Research, Selection and Management
• Business Succession Planning
• Life, Disability and Long Term Care Solutions

Wealth Management Services in St. Charles, IL - with Mr. Sean C. Rhodes