Margie

Jennifer

McRae Lewis Financial, LLC 
Margie McRae, Financial Advisor
Jennifer Lewis, Financial Advisor
3535 Piedmont Rd
Bldg 14, 11th FL
Atlanta, GA 30305
 

  Serving the Gay and Lesbian Community 
in Atlanta and surrounding areas

Contact Margie and Jennifer
404-840-8343
email:
jennifer@mcraelewis.com
 

RETIRMENT PLANNING
- 401K Rollover Specialists
- Custom plans based on your goals and needs

We believe in designing and owning your own retirement plan. This is the key to real security. We will work with you to help you plan and grow your retirement.


ASSET PROTECTION
- Life Insurance
- Long-Term Care Insurance
- Irrevocable Trusts
- Wills

You've worked hard for your money, yet there are risks that could be devastating to your income and savings. What if there was an unexpected lawsuit? Would your home and financial assets be exposed?


WEALTH TRANSFER

Providing for a partner, children, grandchildren or a charity can be an important legacy. We can help you develop a strategy to pass on wealth while at the same time minimizing estate taxes and bypassing costly and time-consuming probate.
 

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