Lewis Robinson Email & Phone Number

P. Lewis Robinson, CPAAdvanced Planning Director - Senior Wealth Advisor CapSouth Wealth ManagementMcDonough, GAI leverage 35+ years as a CPA and 10+ years as a Wealth Advisor to provide specialized retirement income solutions and tax planning services to CapSouth clients. As the Director of CapSouth’s Advanced Planning team, I help clients plan for key milestones such as timing of Social Security benefits, assist in minimizing taxation on retirement income, and enable clients to understand their estate planning needs. I have a wealth of financial and retirement advisory services experience and my extensive experience in the financial services industry has earned me the reputation of being a trusted retirement consultant in the Greater Atlanta area.Throughout my career, I have also been actively involved in a variety of community and non-profit organizations in senior leadership and board positions. I've received numerous awards for my services to these organizations. I served fifteen years as Treasurer of McDonough Presbyterian Church. I am also an avid technology enthusiast, widely recognized as an early adopter of emerging technology systems and solutions. I understand what it takes in today's world to solve the retirement income puzzle. TAKING PRIDE IN:✔ Providing guidance in putting the pieces of your retirement puzzle together with you✔ Helping you navigate how to generate predictable and reliable income during retirement✔ Coordinating your retirement savings, Social Security benefits, pension and other income sources✔ Offering you peace of mind in knowing that a significant portion of your retirement income is protected no matter how the financial markets and the economy perform✔ Demonstrating and implementing proven ways to minimize income taxes during your retirement✔ Making you feel more comfortable with thinking about and actually doing something today about your retirement tomorrowPlease feel free to contact me directly:LRobinson@CapSouthPartners.com678-272-7555Specialties: • Social Security Benefit Planning • IRA Specialist• Financial Planning• Tax Planning • Retirement Planning• Insurance• Annuities• Retirement Income Distribution Planning• Estate Advisor

Listed skills include Retirement Planning, Strategic Financial Planning, Management Consulting, Estate Planning, and 12 others.