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
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Saving on Subscription Service Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.