Products
We can offer a wide variety of financial planning and investment services, in a broad range of products—from Voya Financial Advisors and other insurance/financial services companies.
Services
Full financial planning
Retirement planning
Education funding
Estate planning
Risk management analysis
Model investment portfolios
Asset allocation strategies
Insurance & Investment Products
Strategic Advisory Service1
Retirement Accounts
Brokerage accounts
Stocks
Bonds
Mutual funds1
Tax-deferred investments1
IRAs and ROTH IRAs
Post-retirement payout products
Life insurance*
Disability insurance*
Long-term care insurance*
1For more complete information on the charges and expenses, please contact us at 503.937.0378 or deferredcomp@lewis-stefani.com for prospectuses. Read carefully before you invest or send money.
*Offered through Voya Insurance Services, Inc. or outside insurance carriers where licensing and agreements exist.