Business Details
18 Years
experience
Your Trusted Retirement Planning Partner in Northern Colorado
At Layman Lewis Financial Group, we have dedicated decades to empowering Coloradans in their retirement planning journey. Founded in 2008 by Chuck Layman Jr. and Alicia Layman, our family-run firm combines deep local roots with a commitment to personalized financial guidance. Our proprietary PEACE ProcessPersonal Connection, Education, Action, Creation, and Enjoymentprovides a structured approach to retirement planning, ensuring clients gain clarity and confidence in their financial future. As independent advisors, we offer unbiased guidance across a wide range of investment products and prioritize fee transparency, conducting thorough analyses of all associated costs. Our team actively engages with the community through educational seminars and events, addressing critical retirement topics like tax efficiency, legacy planning, and long-term care.With offices in Loveland and Westminster, we serve Northern Colorado residents, treating every client like family. Recognized on the 2025 Inc. 5000 list for rapid growth, our firm remains focused on delivering tailored strategies that align with individual goals. We specialize in retirement income planning, wealth management, and legacy solutions, supported by a dedicated team that values both professional expertise and personal connection. Our mission is simple: to help clients pursue retirement peace with comprehensive, actionable plans.
Services
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Tax Planning
Asset Protection
Life Insurance
Legacy Planning
Details
- Year established: 2008
Highlights and features
- We offer 40+ years of combined retirement planning experience in Northern Colorado
- Our independent advisory model provides unbiased guidance across 100+ investment products
- We guarantee fee transparency with comprehensive portfolio cost analyses
- Our educational seminars address real retirement concerns like tax efficiency and long-term care
- We treat clients like family with our personalized PEACE Process approach
Associations and certifications
- Inc. 5000
Services
Retirement Income Strategies
Our retirement income strategies focus on creating sustainable cash flow during retirement. We analyze your unique financial situation to develop personalized plans that balance growth potential with income generation. Our approach considers market conditions, tax implications, and longevity factors to ensure financial security throughout retirement years.
Tax Planning
We specialize in tax-efficient retirement planning to maximize your after-tax income. Our strategies include analyzing withdrawal sequences, managing tax brackets, and implementing charitable giving techniques. We coordinate with CPAs to ensure comprehensive tax optimization that aligns with your overall financial plan.
Legacy Planning
Our legacy planning services help preserve wealth for future generations. We develop strategies for asset transfer, charitable giving, and family gifting that align with your values. Through IRA legacy planning and beneficiary designations, we ensure your financial intentions are clearly documented and executed.
Investment Management
We provide customized investment management tailored to retirement goals. Our approach combines modern portfolio theory with risk management techniques to optimize returns. We regularly review and rebalance portfolios to maintain alignment with changing market conditions and client objectives.
Long-Term Care Planning
Our long-term care planning addresses potential healthcare costs in retirement. We evaluate insurance options, hybrid policies, and self-funding strategies to protect assets. Our approach considers Medicaid planning and care facility options while maintaining financial security for both immediate and future needs.
People
Alicia Lewis
President & Financial Professional
Alicia co-founded Layman Lewis Financial Group after working alongside her father for years. She specializes in retirement planning and client relationship management. Her expertise combines technical knowledge with compassionate service delivery.
Joshua Lewis
Financial Analyst
Joshua brings technical expertise to the firm's financial analysis and planning processes. He focuses on portfolio management and retirement income modeling. His attention to detail ensures precise implementation of client strategies.
Jeff Green
Financial Professional
Jeff provides comprehensive financial guidance to clients preparing for retirement. He specializes in investment strategies and retirement income planning. His approach emphasizes clear communication and practical solutions.
Keri Livingston
Director, Client Strategy & Growth
Keri leads client strategy development and business growth initiatives. She focuses on enhancing client experiences and expanding service offerings. Her leadership ensures consistent delivery of the firm's financial planning process.
Sharon Niesen
Director of First Impressions
Sharon manages client onboarding and initial interactions. She ensures seamless communication between clients and advisors. Her role focuses on creating positive first experiences and maintaining ongoing client satisfaction.
Questions
What is the PEACE Process for retirement planning?
Our PEACE Process is a 5-step methodology: Personal Connection, Education, Action, Creation, and Enjoyment. It ensures comprehensive retirement planning through relationship building, portfolio analysis, strategy implementation, and ongoing plan evaluation.
What retirement services do you offer?
We provide retirement income strategies, tax planning, legacy planning, investment management, and long-term care planning. Our services also include IRA/401(k) rollovers and asset protection strategies tailored to retirement needs.
How are you different from other financial advisors?
As a family-run firm with Colorado roots since 1984, we combine local expertise with personalized service. Our independent advisory model offers unbiased product selection and complete fee transparency during portfolio analysis.
Do you offer educational resources for retirement planning?
Yes, we host seminars, webinars, and events covering retirement topics like tax efficiency, medical expense planning, and legacy strategies. These educational sessions help clients make informed financial decisions.
How do you handle investment management?
We create customized portfolios based on individual goals and risk tolerance. Our approach includes regular monitoring, rebalancing, and tax-efficient adjustments. We focus on long-term growth while maintaining appropriate risk levels for retirement timelines.
