Lisa Raye Hund, ChFC, CExP, MBA with Consolidated Planning

Lisa Raye Hund, ChFC, CExP, MBA with Consolidated Planning Helping Families and Business Owners Build, Protect and Maintain Greater Wealth and Understanding PAS is a wholly-owned subsidiary of Guardian.

We get people "Organized, Protected & Focused"

Lisa Raye Hund, specializes in financial optimization, risk management and flexible plan development. In working with a select group of industry specialists and having access to an advanced portfolio of products from some of the country’s largest financial institutions, she provides extraordinary leverage in the marketplace and in-depth level of pla

nning. This includes coordinating investment, business, insurance, real estate, and estate portfolios with their multiple strategies into one platform. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Drive; Suite 200; Charlotte, NC 28210, ph # 704-552-8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
/COMPLIANCE:2023-53/

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
06/15/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

06/12/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
06/10/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
06/08/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

How familiar are you with the Federal Reserve? Here is a quick history.
06/05/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

More than half of Gen Xers say they’re not on track to save enough to maintain the lifestyle they want in retirement. He...
06/03/2026

More than half of Gen Xers say they’re not on track to save enough to maintain the lifestyle they want in retirement. Here are five things you can start doing today that may help you feel more on track with your retirement planning

Planning for retirement can be daunting, especially for Gen Xers. Starting with these five tips is a great first step

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in o...
06/01/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

This piece presents an overview of fundamental steps to consider when a loved one passes.
05/29/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Identity theft is becoming more common every day. Here’s what to do if it happens to you, along with some ways to make i...
05/27/2026

Identity theft is becoming more common every day. Here’s what to do if it happens to you, along with some ways to make it harder for fraudsters to steal your identity and credit

Here’s what to do if you fall victim to identity theft and tips for making it harder for fraudsters to steal your good name

Struggling with your financial health? This checklist can help you enter the new year organized, prepared, and confident...
05/25/2026

Struggling with your financial health? This checklist can help you enter the new year organized, prepared, and confident about your financial future

By carving out a little time now, you can enter the new year more confident about your financial path forward

Address

6115 Park South Drive; Suite 200
Charlotte, NC
28209

Website

Alerts

Be the first to know and let us send you an email when Lisa Raye Hund, ChFC, CExP, MBA with Consolidated Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Lisa Raye Hund, ChFC, CExP, MBA with Consolidated Planning:

Shortcuts

Share

Category