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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

Want to See Your Business Grow?

Become a thought leader. A successful business is made up, not only of the brand of the company, but the brand and reputation of the people that run it.
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2 tax pitfalls of mutual funds

Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they’re commonly found in retirement plans such as IRAs and 401(k)s. But if you hold such funds in taxable accounts, or are considering such investments, beware of these two tax pitfalls:
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6 Awesome Entrepreneurial Traits

Though not everybody is cut out to run their own business, some are more adept than others at being at the helm of a successful entrepreneurial enterprise.
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Have you misclassified employees as independent contractors?

An employer enjoys several advantages when it classifies a worker as an independent contractor rather than as an employee. For example, it isn’t required to pay payroll taxes, withhold taxes, pay benefits or comply with most wage and hour laws
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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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