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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

Are There Flaws in Your Business Plan?

Even if your business is not new, it’s a good idea to review your business plan, checking for some common flaws. Read on for more information.
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Breaking News From the U.S. Department of Labor

The Department of Labor has just announced a Final Rule on overtime pay, which means 4.2 million more workers must be paid for overtime work.
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Are You Looking for a Lost Pension?

It’s estimated that Americans have $8 billion in unclaimed pension benefits each year. How is that figure so high? As it turns out, getting your hands on an old pension can be a frustrating process.
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Don’t Let These Misconceptions Stop You From Networking

When you think about networking, do you look forward to the chance to meet new people? Or are you filled with dread? Often, it’s the way we approach networking that colors the experience.
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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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