Our Services
Financial Planning
Ask yourself the following questions: What do you want your financial future to look like? What goals seem easier to achieve, and which ones seem like a stretch? JDL Financial helps you in assess your financial situation by creating a strategy to reach those goals. Create a plan that reflects the present and future funded by saving and investing. Discovering the short falls and helping you adjust those goals.
Tax-free Retirement
What does a tax free retirement mean? Putting a strategy in place that avoids taxes on assets that will be used as income during your retirement years. There are a wide variety of tax-free retirement strategies. We work with individuals and businesses on reducing tax implications. It can be wise to utilize numerous tax-free retirement strategies to make the most out of your potential income sources.
Life Insurance
We serve as an advocate for our clients by finding the best contract from the database of over 200 life insurance companies, which promises to pay a sum of money in exchange for a premium, upon the death of an insured person or after a set period. Rather it’s for burial, estate planning, mortgage protection or tax-free income purposes we help to find the best contract to address the liability of those concerns.
About Us
With over two decades of experiences in the financial industry, Mr. Julius D. Lewis has served hundreds of clients in Massachusetts and Connecticut. As an independent life Insurance Agent and a tax-free retirement specialist, Julius represents over 200 life products and retirement saving plans. Trained as an actuary, Julius is also very knowledgeable in the contractual side of the life products, which enables him to make the best recommendation to the clients so they can get the most value on their premiums.
Mr. Lewis is the creator and host of the radio broadcasting program “The Lewis and Morrow Financial Hour”, a show designed to educate the community and their listeners on financial-related news and information. Click here to learn more about the radio program.
It is Mr. Lewis' belief that “When You know better You can do better”, which is the driving force that motivates him to educate and serve the community, so the public can plan better when managing their finances.