Welcome to Financial Insights

Dorothy A. Lewis, MA, CFP®

Dorothy A. Lewis, MA, CFP®
As owner and founder of Financial Insights, Dorothy has played an essential role in the firm since its inception in 1981. Her passion to help clients realize and implement their dreams has been a driving force in the firm’s success.

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Financial Insights, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission and the Securities Division of the State of Washington. Financial Insights offers personalized financial planning, retirement planning, legacy planning and wealth management services. Learn more ...

Annual Client Meeting

Saturday, October 2, 2010
9:00am to Noon
Wheelock Student Center
Rasmussen Rotunda
University of Puget Sound
1500 North Warner
Tacoma, Wa 98416
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About Us

Financial Insights provides customized wealth management services for high-net-worth individuals and families, including:

    • Advisory & Financial
       Planning
    • Asset Management
    • Legacy Planning
    • Retirement Planning
    • Additional Services

Financial Insights

3110 Ruston Way, Suite C
Tacoma, WA 98402
( map / directions )

253 · 627 · 6010 LOCAL
800 · 576 · 6010 TOLL-FREE
253 · 627 · 6097 FAX
( contact us )

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