Individuals
Pre- and Post-retirement Planning
With an understanding of our clients’ personal and financial goals, we provide insight and solutions that help them to live their third act with confidence. Our professional team offers complete solutions for individuals including:
- Medicare Advantage and Medicare Supplement Plans
- Estate Planning
- Retirement Planning
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Annuities
What Is Our Process?
At Lewin & Gavino our process is to:
- Learn and identify your present and future needs
- Review your existing plans
- Present our recommendations to you
- Decide with you on the most suitable course of action
- Implement your decisions
- Review your plan periodically
- Above all, provide you with unparalleled service