David Lewis: Financial Planning Expert

David Lewis is the owner and founder of Twin Tier Financial. He is a member of the International Association of Registered Financial Consultants and a former instructor for …

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David Lewis

David Lewis is the owner and founder of Twin Tier Financial. He is a member of the International Association of Registered Financial Consultants and a former instructor for Joint Education and Training, Inc. located in Elmira, NY.  David is the author of over 1,200 articles and essays on the topic of personal and business finance.

He has been an independent financial consultant since 2005 and was a registered representative with Metropolitan Financial Services prior to that.

What Does Twin Tier Financial Do?

Twin Tier Financial is a financial services company specializing in a unique and entirely new approach to financial planning, emphasizing educational as well as practical solutions to personal and business financial problems for clients. Twin Tier Financial helps clients by focusing on what it thinks are the core essentials driving both personal and business financial planning:

  • Maximizing productivity and income through purpose and goal setting
  • Making a budget, saving money, and optimizing cash flow without making any sacrifices
  • Reducing or eliminating investment risk

The traditional model of financial planning is broken because its ideological roots are contradictory. Moreover, competing industry organizations have become irrational, vying for supremacy and control over the financial services industry. Their focus is on authoritarianism, and they preach altruism and pragmatism as guiding principles in their ethical codes of conduct.

Twin Tier Financial shatters this ethical code and demonstrates that rational selfishness is both moral and practical while authoritarianism, altruism, and pragmatism are all self-defeating and contradictory approaches to both personal and business financial planning.

What is needed is not more authorities, government regulation, or a new compensation model for advisers. What is needed is a revolution in how financial planning is presented to clients, in the basic structure of the business model, a revolution in the financial planning process and the method by which financial advisers interact with clients. Twin Tier Financial is the leader of that revolution.

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