Financial Planning

We will help you construct a comprehensive financial plan that manages risk and improves performance.

Wealth growth and preservation is the path to financial independence. To achieve independence, your efforts are enhanced by the special attention, knowledge, and experience of one-on-one guidance. Lisa and her staff will help you build and maintain a comprehensive financial plan that manages risk and improves performance.


Retirement Planning

Plan for a comfortable retirement by identifying your financial needs, evaluating your retirement income sources and assets, appraising your estimated shortfalls, and strategically planning the best course of action based on your financial situation and tolerance for risk. Our services include:

  • Formal retirement plans a program review including IRA, 401k, Social Security
  • Investments such as stocks and bonds
  • Real estate investments
  • Roth 401(k) or Roth IRA
  • Annuities
  • Paying off your house
  • Health Insurance


College Education

  • Section 529 Plans
  • Coverdell Education Savings Accounts
  • Saving plans based on your financial situation


Emergency or disability planning

  • Emerges funds review
  • Disability insurance analysis
  • Health, home, and auto coverage evaluation
  • Will and power of attorney assessment


Asset Protection

  • Maximize the value of your estate by reducing court costs and professional services
  • Minimize the cost of probate, creditors, and lawyers
  • Reduce estate taxes

To schedule an initial phone conversation, please complete the Contact Form.