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Tutor Financial Advisors, LLC.
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Tutor Financial Advisors, LLC.
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Intergenerational Transfers: Helping Adult Children

jacobted January 25, 2022 blog, Estate Planning Leave a Comment

When a parent is considering giving or lending a child money, the key question is whether it’s empowering or enabling. You need to structure a transfer that is best for both generations. Click below for an article that offers advice on how to set up that structure.

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Financial Planning for the Generations

jacobted January 12, 2022 Estate Planning Leave a Comment

In most families, the needs and interests of family members overlap. Even if your money is separate, planning needs to happen for all. My latest article explores the relatively new concept of generational financial planning. Click here to learn more.

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7 Estate Planning Things You Must Do in the Time of Coronavirus

jacobted January 7, 2022 Estate Planning Leave a Comment

If you get sick and require hospitalization due to COVID-19, you will be immediately isolated from your family. So the time to finish up any unresolved advance planning and organization is now. Click below for an article that covers estate planning tasks that have become essential in the time of coronavirus. Click here to learn more.

Tutor Financial Advisors, LLC.
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    About Tutor Financial

    Michael Lewis CFA, MBA founded Tutor Financial Advisors after a 30 plus year career in financial services as an experienced professional offering insights on investment products, strategies, and risk management.

    He served as a portfolio manager for a leading Canadian investment firm with C$1 billion in assets under management, managing multi-million-dollar budgets and developing customized risk management solutions.  He is a Board Member of the North Carolina Chapter of the American Red Cross, and, The Jewish Federation of Raleigh/Cary.

    Learn More

    Disclosure

    Michael Lewis, Registered Representative. Securities offered through Cambridge Investment Research Inc., a Broker/Dealer member FINRA/SIPC. Tutor Financial, LLC and Cambridge are not affiliated.

    Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser

    We are licensed to sell securities products in CA, DE, FL, IL, NC, NJ, PA, NY, WV.

    We are licensed to sell insurance products in NC, NY, WV

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    A Member of
    Quest Financial Group

    Tutor Financial Advisors, LLC.
    2601 Weston Parkway | Suite 101,
    Cary, NC 27513
    919-629-0178
    michael@tutorfinancial.com

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    Contact Us

      About Tutor Financial

      Michael Lewis created Tutor Financial after a 30 plus year career in financial services as a Chartered Financial Analyst (CFA). He is an experienced professional, offering insights on investment products, strategies, and risk management.

      His major career achievements include serving as a portfolio manager for a leading Canadian Investment Firm with ~$1 Billion in assets under management, managing multi-million-dollar budgets, and developing customized risk management solutions. Learn More

      Disclosure

      Michael Lewis, Registered Representative. Securities offered through Cambridge Investment Research Inc., a Broker/Dealer member FINRA/SIPC. Tutor Financial, LLC and Cambridge are not affiliated.

      Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser

      We are licensed to sell securities products in DE, FL, NC, PA, NY, WV.

      We are licensed to sell insurance products in NC, NY, WV

      Finra BrokerCheck
      BrokerCheck
      A Member of
      Quest Financial Group

      Tutor Financial Advisors, LLC.
      2601 Weston Parkway | Suite 101,
      Cary, NC 27513
      919-629-0178
      michael@tutorfinancial.com

      • Home
      • About Us
      • Services
      • Blog
      • Calendar
      • Contact