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.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Bonds may outperform stocks one year only to have stocks rebound the next.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Making the most of surprises is a great reason to work with us.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
Make your retirement as exciting as your next vacation.