Lisa joined Kades-Margolis Corporation in 1996. She specializes in retirement plans, including 403(b), 457(b) and 401(k) plans. She focuses on personal financial strategies and the state pension system. Lisa also provides various insurance planning strategies, including life insurance and long-term care insurance.
With more than 20 years in the financial services industry, Lisa has a broad background of investment and planning strategies and services for clients. She develops a financial blueprint for each client that matches his or her lifestyle, financial objectives and needs. And most importantly, Lisa ensures the client is comfortable with the strategy. This is critical to long-term financial success.
Lisa graduated from Duquesne University in Pittsburgh, Pennsylvania with a Bachelor of Science Degree in Business and Administration. She is a Registered Representative of GWN Securities, Inc., an independent registered broker-dealer. She is separately licensed to offer life and health insurance, including long-term care insurance.
One of the most gratifying parts of working with clients if establishing savings and investing strategies to help them build and accumulate wealth over the long term. Whether saving for retirement or any other specific goal, the first step to financial independence is wealth accumulation. I work with clients to review their current investment allocation and savings rate to ensure they’re properly aligned with their goals.
As a client accumulates wealth, establishing a proper risk management strategy is key. What would the result of a catastrophic illness, injury, or even death be on a clients financial plan? Having the proper insurances in place are essential to ensure your financial plan doesn’t get derailed. I review and update my clients insurance plans as needed.
Once a client has established wealth over their life, there comes a time when they may transition from a growth mode to an income mode. What’s the proper way to disburse one’s assets to recreate a paycheck in retirement? Proper income planning in retirement is critical to avoid running out of money prematurely. I create personalized income plans with my clients to provide the needed income to enjoy retirement.
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