Margie
Jennifer
McRae Lewis Financial, LLC
Margie McRae, Financial
Advisor
Jennifer Lewis, Financial Advisor
3535 Piedmont Rd
Bldg 14, 11th FL
Atlanta, GA 30305
Serving the Gay and Lesbian
Community
in Atlanta and surrounding areas
Contact Margie and Jennifer
404-840-8343
email:
jennifer@mcraelewis.com
RETIRMENT PLANNING
- 401K Rollover Specialists
- Custom plans based on your goals and needs
We believe in designing and owning your own retirement plan. This is the
key to real security. We will work with you to help you plan and grow
your retirement.
ASSET PROTECTION
- Life Insurance
- Long-Term Care Insurance
- Irrevocable Trusts
- Wills
You've worked hard for your money, yet there are risks that could be
devastating to your income and savings. What if there was an unexpected
lawsuit? Would your home and financial assets be exposed?
WEALTH TRANSFER
Providing for a partner, children, grandchildren or a charity can be an
important legacy. We can help you develop a strategy to pass on wealth
while at the same time minimizing estate taxes and bypassing costly and
time-consuming probate.