Our Mission:
Helping Clients Achieve Financial Success

Access to our business/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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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

Managing Benefit Risks and Costs

A new study examined finance executives’ current views on retirement and benefits issues. Read some of the highlights from this new research.
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Leadership Strategies: Focus on Strengths

There’s no such thing as a perfect employee. Everyone has something to contribute, and hopefully you have a solid team of dedicated professionals you can count on.
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Should You Expand internationally?

Do you have a thriving business which is secure and ready for growth opportunities? Have you thought about expanding internationally?
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Did You Miss Your Rollover Period? IRS Will Grant More Waivers

Just last week, the IRS announced that it could be easier to get a waiver for missing the 60-day deadline on retirement plan rollovers. This is great news for anyone who may have missed that deadline and would have incurred early distribution penalty taxes.
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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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