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
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
How Income Taxes Work
A quick look at how federal income taxes work.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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.