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What We Can Help With

Lisa Dickholtz, CFP® provides proven strategies for Wealth Accumulation, Wealth Protection, Income Distribution, Building a Professional Team, Small Business Succession Planning and Financial Coaching.  Lisa not only is a Certified Financial Planner and Fiduciary, but she is also securities and insurance licensed and a Registered Investment Advisor. With over 36 years of experience, her professional network and strategic alliances are vast. This allows Lisa to provide solutions to help you in practically every area of personal finance.

The time to start is NOW

Introductory services for those just starting, in building a secure financial future. No age or minimum asset requirements, just a commitment to a future of financial independence and a long-term client/advisor relationship.

Comprehensive Financial Planning

We work with you to create a personalized financial plan that aligns with your goals, values, and priorities. We provide coaching to help you make educated decisions and ensure you are on track, to successfully reach your financial goals.

Investment Management and Insurance Protection

We provide a variety of investment platforms and pricing options, as well as access to Professional Money Management and fiduciary oversight.  We provide non-propriety, independent solutions for clients in the areas of Life, Disability, Annuities, and LONG-TERM CARE insurance.

Review of Company Benefits, Social Security Optimization, and Medicare Resources

 We can help you make the most of your company benefits, optimize your Social Security Benefits and provide Medicare resources.

Building a Professional Team

We collaborate with your other advisors for Tax, Estate, Property & Casualty and other areas of personal finance. We work with your existing advisors, or provide you with vetted professional referrals, to help you build your team.

Income Distribution Planning

As an Income Distribution Specialist, we offer fee-based analysis of retirement income distribution, with identification of what assets will provide that income and when, with a tax overlay and real-time tracking of the plan, to help you create a sustainable, lifetime income stream in retirement.

Succession Planning and Coaching for Small Business Owners

We offer fee-based services to help small business owners with succession planning and coaching, especially those considering or facing a transition soon. 

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