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

Rafter Lewis Financial Advisors, LLC

856-546-1890

 
Extended Care: A Patchwork of Possibilities The Cycle of Investing Your DNA Test Retiring the 4% Rule

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

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

 

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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