Kris Lewicki & Associates is a fee-only financial planning and wealth management firm serving clients in Florida and nationwide. As fiduciary advisors, the firm provides objective guidance and personalized plans shaped around each client’s goals, circumstances, and best interests. Its services cover retirement planning, investment management, tax-efficient strategies, estate planning, and financial planning for business owners.

For clients building retirement savings, the firm offers disciplined strategies focused on growing and protecting wealth. For those nearing or living in retirement, it helps develop income and distribution plans intended to support their lifestyle. Investment management begins with a review of a client’s portfolio, risk tolerance, liquidity needs, time horizon, and long-term objectives, followed by a tailored strategy and ongoing management.

The firm also considers tax implications and can coordinate with clients’ tax professionals. For estate planning, it helps clients consider how assets should be managed and transferred, coordinating with estate attorneys. Business owners can receive guidance on retirement plan options, succession strategies, and continuity planning, balancing personal wealth with business needs and future transitions.