Lisa Raye Hund, ChFC® CExP™ MBA
Helping Families and Business Owners Build, Protect and Maintain Greater Wealth and Understanding
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where Consolidated Planning and my team come in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
My personal goal is to help families and business owners build, protect and maintain greater wealth and understanding. I work hard to create a mutually beneficial and respected long-term relationship with my clients.
Wall Street firms, banks, and trust companies experience frequent personnel and strategy changes. If you invest with such firms, or seek their advice, you can find yourself explaining your financial history over and over again - to advisers who don’t know you and may not be around next year
As a member of the financial community since 1997, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
If you are not 100% confident that your financial world is not as optimal as it can be, then please call and we'll have a conversation about what that really means.
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