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Helping Clients Achieve Financial Success

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Access to our personal portal is reserved for clients who have requested our portal services. This is a secure extension of our website designed to allow better, more convenient communication exchange, including documents and services. If you would like to learn more about this service, please contact us.
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Financial Sense Blog

Clients Making Headlines: Diplomat Pharmacy Launches IPO

The owners of a Flint pharmaceutical company rang the bell on Wall Street recently.
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Self-employed? Save more by setting up your own retirement plan

If you’re self-employed, you may be able to set up a retirement plan that allows you to make much larger contributions than you could make as an employee. For example, the maximum 2014 employee contribution to a 401(k) plan is $17,500 — $23,000 if you’re age 50 or older. Look at how the limits for these two options available to the self-employed compare:
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Increase Your Sales with Small Steps

Keeping the big picture in mind can help you get a larger bottom line.
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Donating appreciated stock can offer substantial tax benefits

Are you planning to make charitable donations before year end? Do you own appreciated stock that you’d like to sell, but you’re concerned about the tax hit? Then consider donating it to charity rather than making a cash gift.
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Our Angle on Service

At Lewis & Knopf, we feel there are three elements of service that are essential to our clients’ SUCCESS and SATISFACTION—quality, timeliness and affordability. Most large firms can only deliver on two sides of the service triangle—we take pride in the fact that we can fulfill all three.
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