Broker Check

Lisa Raye Hund, ChFC® CExP™ MBA


You and Your Family

 Sure, your business may be your life. But that doesn't mean you don't have a life outside your business. And when working hours are over, you have a family to protect. That's where you can turn to Consolidated Planning, Inc. Lisa Raye will work with you to understand your unique needs and help you preserve the wealth you work so hard to create for yourself and your loved ones.

Securing your income

You don't just work for a paycheck. You work to fulfill your passion. It's what gets you up in the morning. And, sometimes, what keeps you up at night. Dollars and cents may not be the biggest reasons you chose to own a business, but losing them because you’re ill or injured would hurt. A lot. Unless, of course, you have taken the necessary steps to help replace your income  when you can’t work. After all, when you're concentrating on getting healthy, the last thing you want to worry about is how to make ends meet.

Planning for life after work

You're your own boss. Which comes with a lot of perks. Having to go solo on funding your retirement isn't one of them. Only your own company can offer you a company match or pension. You’ve got to build your own future. But that doesn’t mean you're on your own. Lisa Raye will work with you to make sure you have a retirement plan in place that will help you get where you need to go, with an expansive range of solutions designed to take you every step of the way, including:

Looking after your family

You review financial statements at breakfast. Revise pitches over dinner. And after the kids are in bed? It's time to jump back on that proposal. Sometimes the line between work life and home life isn't entirely impermeable. That's okay. As long as you make sure a bump in the road for business doesn't shake up your family. This means being prepared for the unexpected with forward-thinking solutions like:
 • Buy-sell agreements to protect your family's stake in your
business in the event of your death
Key person insurance to help your keep your business, and income, going strong if a crucial member of your team dies
Wills and trusts to help your loved ones when you're no longer there.