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An Ameriprise Platinum Financial Services® Practice

 
 
Leonard P Lewicki Ameriprise Financial Advisor

Leonard P Lewicki

JD, CFP®, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner

 

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360.582.3168

len.p.lewicki@ampf.com

 
 
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LEWICKI, JIYAMAPA & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Office Locations

224 W Washington St
Ste 105
Sequim, WA 98382-3371
Map Phone: 360.582.3168 Fax: 360.582.9164

Hours: Monday8:30 a.m. - 4 p.m.
Tuesday8:30 a.m. - 3 p.m.
Wednesday8:30 a.m. - 3 p.m.
Thursday8:30 a.m. - 3 p.m.

Friday - By appointment only

12011 NE 1st St
Ste 209
Bellevue, WA 98005-3182
Map Phone: 425.457.7073 Fax: 425.457.7077

It's always tax season

Taxpayers often miss opportunities to make tax-smart moves. Decisions made now about charitable gifts, education accounts and retirement plans can benefit you later. Contact me about finding strategies to help you manage your taxes.

Your retirement puzzle

These days, it’s not unusual for retirement to last 20-30 years – or even longer. That means you’ll need to create a secure income for yourself that will be there for you as long as you’ll need it. I’d like to share a short video with you that I think you’ll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it.

Visit riversource.com/puzzle to view "How do you solve your retirement puzzle?" After you’ve watched the video, contact me and we’ll talk about how this income solution might fit into your retirement plans.

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    Market Watch

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    License Information

    I am licensed and registered to conduct business in WA.
    Based on licenses and registrations I hold, I may also conduct business in TX, CO, MA, FL, ID, MO, OR, AZ, IL, UT, VA.
    • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
    • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
    • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
    • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
    • Ameriprise Financial cannot guarantee future financial results.
    • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

    © 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.