Broker Check

Lisa Raye Hund, ChFC® CExP™ MBA


Our Process For Individuals

Our process is both high touch and high tech.

It is high touch because of our commitment to personalized service within a holistic financial organizational model.  It can be described as high tech because we give you access to industry leading software that provides:

  • —Financial clarity and organization
  • —Four interdependent financial domains of Protection, Assets, Liabilities, and Cash Flow
  • —A personal secure website available to clients 24/7
  • —Account aggregation with over 7,000 financial institutions
  • —Automated alerts and alarms
  • —Secure on-line vault to store important personal documents, audio, and videos

The Living Balance Sheet(R) for Individuals

"Nothing can replace the feeling of knowing your clients know that they KNOW they are on the best financial path available to them."  -  Lisa Raye Hund