Broker Check

6 White Horse Pike
Suite 1A
Haddon Heights, NJ 08035

Rafter Lewis Financial Advisors, LLC

856-546-1890

 
Your DNA Test Retiring the 4% Rule Sit, Stay, Rollover: A Guide to IRA Rollovers Extended Care: A Patchwork of Possibilities

Welcome to Rafter Lewis Financial Advisors, LLC.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and create a well-defined road map to help pursue those goals. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about various topics that may impact you financially. As you search our website, please send us a note with any questions you may have, we will respond quickly with a thoughtful answer. We can help you address your needs of today and for many years to come. Please call us at (856) 546-1890 to set up a meeting with one of our financial advisors.

“To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.” – Donald A. Adams

Our Mission Statement:

Rafter Lewis Financial Advisors, LLC is a team of investment professionals striving to exceed client expectations by providing unbiased investment advice, holistic financial planning, and corresponding client-tailored solutions created from a full-spectrum of financial products.

Helpful Content

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

 

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

View all articles arrow

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Rightsizing for Retirement

What does your home really cost?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

View all videos arrow