Broker Check

Lisa Raye Hund, ChFC® CExP™ MBA


Planning Strategies

Our firm is committed to providing the most comprehensive financial strategies for you, your family and your business. 

For Business Owners

Employment Benefits

  • Major Medical*
  • Dental
  • Group Life
  • Group Short Term & Long Term Disability
  • Voluntary Benefits
  • Pension Design & Administration

Executive Benefits

  • Supplemental Life & Disability Income Protection
  • Business Insurance
  • Succession Planning
  • Buy-Sell Agreements
  • Key Person Training
  • Split Dollar Arrangement

For Individuals or Families

  • Life and Disability Income Protection
  • Long Term Care Insurance
  • Money Management1
  • Wealth Accumulation
  • Wealth Distribution
  • Retirement Planning
  • Estate Planning

1Investment advisory services offered through Park Avenue Securities.

Additional Planning Strategies

  • Debt Elimination
  • College Funding
  • Charitable Giving
  • LGBT Planning
  • Special Needs Planning
  • Philanthropic and Advance Planning
  • Divorce Planning
  • Elder Care Planning
  • Retirement Income Planning

* Neither Guardian nor its subsidiaries issue Major Medical Insurance products or services.