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.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Bonds may outperform stocks one year only to have stocks rebound the next.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Five strategies for managing your student debt.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Gaining a better understanding of municipal bonds makes more sense than ever.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
What does your home really cost?
Even low inflation rates can pose a threat to investment returns.
A bucket plan can help you be better prepared for a comfortable retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you died, what would happen to your email archives, social profiles and online accounts?