Broker Check

Lisa Raye Hund, ChFC® CExP™ MBA

803-242-1288

Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Services

  • Retirement Plans
  • Tax Strategies
  • 401(k)
  • 403(b)
  • College Planning
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance