​​​CALL TOLL FREE: (888) 303-1098

INSURANCES

Many insurances protect you and your family from financial loss when unforeseen events occur.

LET US DO THE MATH

FINANCIAL PLANNING SERVICES IN CLEARWATER, FL

ALSO SERVING the TAMPA, FL area

RETIREMENT 

Maximize your benefits and protect your finances with a long term care hybrid policy that gives you 3.5 times your premium.

Financial planning might seem like a fancy term for saving, but the truth is that every planning strategy is as different as your time in life. If you’re seeking a mortgage, you will need a different plan than if you want to retire. Lewin & Associates, Inc., can help you come up with a plan that helps you meet your short- and long-term goals.


We have been helping clients all over the state of Florida plan their finances since 1996. We have over 20 years of experience, which means that we both understand solid planning strategies and keep up with modern trends.


You can turn to us for:


  • Financial planning tools. Calculate your net worth, savings, and daily spending to learn good spending habits for the future.
  • Mortgages. We offer a number of loan programs to help you get the home you want when you want it. 
  • Life and disability insurance. Call us to get started on selecting a life or disability insurance policy that suits you best.
  • Retirement planning. From financial protection to long-term care insurance, we can help you plan for this period in your life.
  • Annuities and non-correlated investments. We’ll help you understand your annuities and investments and help your finances grow.


Lewin & Associates, Inc., is here to help your financial plan succeed. And when your plan succeeds, you succeed. For financial planning services in Tampa, FL,

contact us today by calling us toll-free at (888) 303-1098 or by filling out our online contact form.

MORTGAGES

Working to get people the best interest rates and programs while showing people how to use mortgages as a financial tool.

Financial Planning You Can Trust

Whether you’re recently married, anticipating a promotion, or ready to retire, your finances are incredibly important to your happiness and success. At Lewin & Associates, Inc., we know that financial planning can seem intimidating. That’s why we do the math for you and offer financial planning services in the Tampa, FL, area. Let us help you plan your future.

NON-CORRELATED
INVESTMENTS 

The importance of diversification.

ANNUITIES

Our fixed indexed annuities offer guaranteed growth and guarantee you will never lose any of your  principle or gains.