Lewis Retirement Solutions LLC

LRS provides carefully-considered plans tailored to yo ur goals. Our philosophy revolves around S ix Rings of Retirement, addressing fundamental nee ds such as income, liquidity, growth, heal th, chronic illness and legacy.

Operating as usual

05/05/2022

Are you diversified from the mark et rather than in the market? Tod ay the nasdaq closed down another 5%. That makes -22% year to da te and -10% over the last twel ve months. Being invested in stoc ks and bonds have historically given positi ve returns over the long term, howev er those aren't the only investments to do so. Does being diversified in t he market really matter when everything in t he market is falling? Why n ot own the traditional public market investmen ts AND own non correlated assets su ch as institutional private real estate, n on traded preferred stocks, and diversified priva te equity funds. These type of strategi es have been used for decades by lar ge institutional asset managers but are n ot commonly offered to the avera ge investor. If you're asking yourse lf why hasn't my advisor told me abo ut these types of investments? It mig ht be that they simply don't off er them. Give me a call a nd let me show you how y ou can diversify your portfolio with investmen ts that are not correlated to t he overall public markets. 573-348-06 63

Is it time for an econom ic recovery? 07/15/2020

Is it time for an econom ic recovery?

While the recovery may be a long-te rm journey, there have been some sig ns of hope in recent months…

Is it time for an econom ic recovery? The first half of 2020 h as been a rollercoaster ride. The COVID- 19 pandemic completely altered our way of li fe and threw the economy into a tailsp in. Most states have started the reopeni ng process,...

Financial Moves to Consider in a "Do wn" Year 07/14/2020

Financial Moves to Consider in a "Do wn" Year

Even in down years, there a re still opportunities to improve your financi al future. We are sharing three su ch moves to consider in your strateg y…

Financial Moves to Consider in a "Do wn" Year ​It’s hard to find good ne ws in today’s economic environment. COVID-19 single-handed ly brought an end to the longe st bull market in history and usher ed in record-setting unemployment. If...

Are "Penalty-Free" 401k Withdrawals Free? 06/09/2020

Are "Penalty-Free" 401k Withdrawals Free?

Can you now take distributions fr om your 401(k) plans and IRAs witho ut paying early distribution penalties?

Are "Penalty-Free" 401k Withdrawals Free? Lewis Retirement Solutions, LLC

What's Next for a COVID-19 Econo my? 06/09/2020

What's Next for a COVID-19 Econo my?

What does the future hold f or the stock market and the econo my? When will the economy recover?

What's Next for a COVID-19 Econo my?

What to do after you m ax out your 401(k)? 05/27/2020

What to do after you m ax out your 401(k)?

What happens when you’ve hit yo ur contribution limit with your 401(k) b ut want to do more?

https://fal.cn/38jy3

What to do after you m ax out your 401(k)? Are you one of the mo re than 58 million Americans who u se a 401(k) plan to save f or retirement? As of the end of 20 19, 401(k) plans held more than $6 .2 trillion, which accounts for nearly 20% of all retirement assets in t he United States.1

Potential Investment Opportunities During a Difficu lt Time 05/19/2020

Potential Investment Opportunities During a Difficu lt Time

The stock market crash of 1987. T he tech bubble in the early-2000s. T he financial crisis of 2008. And n ow, the coronavirus pandemic. What do a ll of these things have in comm on? They offer potential opportunities.

Potential Investment Opportunities During a Difficu lt Time ​The stock market crash of 1987. T he tech bubble in the early-2000s. T he financial crisis of 2008. And n ow, the coronavirus pandemic. What do a ll of these things have in comm on? They all involve sharp market downtur ns that end a bull market a nd trigger

What Do Zero-Percent Interest Rates Me an for You? 04/22/2020

What Do Zero-Percent Interest Rates Me an for You?

Given the unpredictability of the curre nt pandemic, it’s hard to say h ow long rates might be at ze ro or how the economy may chan ge in the future.

What Do Zero-Percent Interest Rates Me an for You? The economy has felt the impa ct of the pandemic. Stocks have declin ed significantly, and unemployment has surged. On Mar ch 3, the Federal Reserve took acti on by cutting the fed funds ra te to 0%.

The CARES Act: What Does it Me an for Your Retirement? 04/17/2020

The CARES Act: What Does it Me an for Your Retirement?

Find out what provisions impact y ou most in the CARES Act if you' re approaching retirement or already retired...

https://fal.cn/37Cnn

The CARES Act: What Does it Me an for Your Retirement? On March 27, President Trump sign ed the Coronavirus Aid, Relief, and Econom ic Security Act, which provides economic suppo rt to Americans who have been impact ed by the coronavirus pandemic.

Are You Facing a Retirement T ax Bomb? 04/02/2020

Are You Facing a Retirement T ax Bomb?

Do you use a 401(k) or I RA to save for retirement? You’re n ot alone. These types of accounts a re popular for many reasons, but o ne of the biggest is their t ax treatment.

https://fal.cn/37nXG

Are You Facing a Retirement T ax Bomb? ​Do you use a 401(k) or I RA to save for retirement? You’re n ot alone. These types of accounts a re popular for many reasons, but o ne of the biggest is their t ax treatment. As you may know, the se accounts are tax-deferred. That means y ou don’t pay taxes on

Inspector General Warns About New Soci al Security Benefit Suspension Scam | Soci al Security Matters 04/01/2020

Inspector General Warns About New Soci al Security Benefit Suspension Scam | Soci al Security Matters

Important message for my clients on soci al security.

Inspector General warns About n ew Social Security benefit suspension scam.
Social Securi ty will never:
Threaten you with benefit suspensi on, arrest, or other legal action unle ss you pay a fine or fee.
Promi se a benefit increase or other assistan ce in exchange for payment.
Require payment by reta il gift card, cash, wire transfer, intern et currency, or prepaid debit card.
Demand secre cy from you in handling a Soci al Security-related problem.
Send official letters or repor ts containing personally identifiable information via email.
https://blog.ssa.gov/inspector-general-warns-about-new-social-security-benefit-suspension-scam

Inspector General Warns About New Soci al Security Benefit Suspension Scam | Soci al Security Matters Inspector General Warns About New Soci al Security Benefit Suspension Scam Posted on Mar ch 27, 2020 by Gail S. Enn is, Inspector General for Social Security Tod ay, I am warning the public abo ut fraudulent letters threatening suspension of Soci al Security benefits due to COVID-19 or coronavirus-related ...

What Does the 2020 Election Me an for Your Portfolio? 03/26/2020

What Does the 2020 Election Me an for Your Portfolio?

Will the outcome of the electi on impact your portfolio?

https://fal.cn/37huV

What Does the 2020 Election Me an for Your Portfolio? ​The 2020 election cycle is in fu ll swing. It’s primary season, which mea ns the general election is right arou nd the corner. Before you know it, the two major parties will ha ve their conventions and we’ll be headi ng to the ballot box.

03/26/2020

🚚 Truckers said, we will dri ve days on end getting supplies to t he stores.

🏭 Store workers are stocking t he shelves all night and store manage rs said, we are letting elderly peop le shop first in the mornings.

🛳 Carniv al cruise line told Trump we c an match those big Navy Hospital shi ps Comfort and Mercy with some ful ly staffed cruise ships.

🚘 GM said, we c an make those ventilators where we we re making cars starting next week. We wi ll retrofit our manufacturing equipment immediately.

🕋 Restauran ts said, we have kitchens and sta ff we can feed kids who's paren ts need some help.

🏀 NBA basketball playe rs said, hold our basketballs while we wri te checks to pay the arena staff.

💰T he wealthy said, here we will dona te funds for the research and suppo rt of beating this virus.

📚 Teachers sa id, here let me help you virtual ly to teach your children, we wi ll do online lessons and I wi ll help parents enrich their children.

🎼 Celebriti es said , let us read boo ks to your children and sing son gs on Twitter live feeds for tho se of you stuck inside.

🧵Crafters said, we wi ll sit at our sewing machines f or hours a day, sewing masks a nd caps for the nurses and ho me health care workers.

👩‍👦Moms said, here a re my blogs and activity ideas f or your children. Let's stand together in stayi ng home with our kids.

👬 Young America ns said, let us volunteer to r un errands, and get food for t he vulnerable.

👩‍⚕️🥼 Nurses and Doctors putting themselv es at risk to help the infected.

🚔
👩🏽‍🚒 🚑 Police, Firefighters and Fir st Repsonders, Military standing strong and continui ng to protect, serve and work whi le everyone else is safe in the ir homes.

⛪️ Churches are finding creative wa ys to bring a message of ho pe over social media to keep peop le connected and safe in their homes.

A nd many behind the scenes people keepi ng things clean and provide water pow er and gas.

🇺🇸 We look li ke a nation divided sometimes. But we a re a nation that will stand a nd will triumph together.

We will survi ve this. 🇺🇸 ❤️ 💪🏽 🙏🏽 🇺🇸
❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️ ❤️

Should You Leave Money in Yo ur 401(k)? 02/26/2020

Should You Leave Money in Yo ur 401(k)?

There’s a growing trend among n ew retirees. Can you guess what it is? Retirees are leaving their retirement asse ts in old 401(k)s. Is this t he right move?

Should You Leave Money in Yo ur 401(k)? There’s a growing trend among n ew retirees. With increasing frequency, Americans a re choosing to leave their retirement savin gs.

What in the World is an Investme nt Policy Statement? 02/26/2020

What in the World is an Investme nt Policy Statement?

What in the World is an Investme nt Policy Statement? We’re here to he lp you understand what it is a nd if it’s right for you!

What in the World is an Investme nt Policy Statement? For decades, some of the world ’s largest institutional investors have used o ne tool to guide their decision-making.

What will the economy look li ke in 2020? 02/13/2020

What will the economy look li ke in 2020?

You can’t predict the future. B ut you can forecast the economy. We’ re sharing our economic predictions for 2020 a nd the impact they have on retireme nt planning...

https://fal.cn/36xdu

What will the economy look li ke in 2020? It’s the second month of a n ew year, which means it’s time f or everyone to make predictions about what ’s in store over the next 10 mont hs

What Does the SECURE Act Me an for Your Retirement? 02/04/2020

What Does the SECURE Act Me an for Your Retirement?

We’re seeing some of the bigge st changes to retirement plans in decad es. What does that mean for yo ur retirement strategy? Find out how t he SECURE Act impacts your retirement.

https://fal.cn/36mBA

What Does the SECURE Act Me an for Your Retirement? The government passed a year-end spendi ng bill in December, and it includ ed one piece of legislation that cou ld have a big impact on retire es. It’s called the SECURE Act.

Timeline photos 12/25/2019

Happy Holidays!!

Nearing Retirement? Give Yourself This Gi ft This Holiday Season 12/23/2019

Nearing Retirement? Give Yourself This Gi ft This Holiday Season

If you’re approaching retirement, you m ay want to give yourself a gi ft this year…

Nearing Retirement? Give Yourself This Gi ft This Holiday Season If you’re approaching retirement, you m ay want to give yourself a gi ft this year. No, not an expensi ve gadget or vacation. Rather, use th is holiday season to give yourself t he gift of a financially stable retireme nt.

How the Markets Performed in 2019 a nd Tips to Prepare for 2020 12/11/2019

How the Markets Performed in 2019 a nd Tips to Prepare for 2020

We're turning the calendar to 2020 b ut not before we take a lo ok back at how the market perform ed in 2019.

What’s in store for 20 20?

How the Markets Performed in 2019 a nd Tips to Prepare for 2020 Another year is in the boo ks. It’s almost time to turn t he calendar to 2020. For many investo rs, this is the time to lo ok back on the past year a nd make adjustments for the upcoming ye ar. The performance of your portfolio in 2019 depen ds on your allocati

You’ll Be Thankful You Made The se Retirement Decisions 11/26/2019

You’ll Be Thankful You Made The se Retirement Decisions

What are you thankful for th is holiday season? Family and friends? A f ew days off work? How about the se retirement decisions?

You’ll Be Thankful You Made The se Retirement Decisions Many of our blessings and fortuna te circumstances are determined by choices we ma de earlier in life. Your good heal th may be a result of yo ur healthy lifestyle. Your financial stability is like ly a result of your career choic es and your savings habits.

Volatility vs. Risk: What's the Differen ce and How Do They Impact Yo ur Portfolio? 11/13/2019

Volatility vs. Risk: What's the Differen ce and How Do They Impact Yo ur Portfolio?

Volatility and risk. When it com es to investing, those two terms me an the same thing, right? Not exact ly.

Volatility vs. Risk: What's the Differen ce and How Do They Impact Yo ur Portfolio? Volatility and risk. When it com es to investing, those two terms me an the same thing, right? Not exact ly. While volatility and risk can bo th refer to market downturns, they don ’t have the exact same meaning.

Lewis Retirement Solutions LLC updated the ir website address. 08/02/2018

Lewis Retirement Solutions LLC updated the ir website address.

Lewis Retirement Solutions LLC updated the ir website address.

Our Story

We were born to navigate.
​We're tryi ng to share that passion with othe rs.

The Owner

Chad Lewis loves to learn, a nd he loves to help his clien ts. He thinks of each client’s situati on as a puzzle, and he lov es helping them solve those challenges. As an independe nt advisor, he handles all aspects of h is clients’ wealth-management needs: retirement, investments, Medica re supplements, chronic illness, and legacy planni ng. He believes in honesty, integrity, a nd commitment. Each day is a chan ce to learn something new.

Before becoming securiti es registered and earning his insurance licens es, Chad worked in real estate, developme nt, and small business management. When he ’s not working, he enjoys spending ti me with his family and living t he lake life, boating all summer a nd taking advantage of the relaxing winte rs.

Telephone

Website

Address


5896 Osage Beach Pkwy Suite 3
Osage Beach, MO
65065

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

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