Contact Information

Company:  State and Federal Employee Benefits Consulting Group (SAFE)
Contact:   Richard Lewis
Address:   8 Mountain Boulevard
City:        Warren
State:      NJ
Zip Code:  07059
Phone:     908-756-3324
Fax:        908-756-7118
Email:      richardlewis@cai1.com

About My Practice

We have been servicing the federal and state marketplace in NY, NJ, PA, CT, DE, MD, and VA for almost 10 years. We offer complete financial planning and investment advisorary services for public sector employees. Our staff consists of Financial Advisors, CPA's, JD's. We specialize in assisting individuals in the retirement processs by creating cash flow projections, preparing retirement paperwork and making investment recommendations.

Securities and investment advisory services offered by Capital Analysts Incorporated. Member FINRA/SIPC.  Capital Analysts Incorporated and State and Federal Employee Benefits Consulting Group are non-affiliated entities.

Offering Advice Since

1995

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care

Licenses, Certifications, Education, and Affiliations

Education: MBA
Insurance Licenses: Life, Health, Variable, Property and Casualty
Security Licenses:: Series 7, 66, 24
Investment Advisor Registration: YES, IAR with Capital Analysts Incorporated

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Capital Analysts Incorporated

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