Lisa M Albert, Regional Vice President

09/04/2024

The 3 D's of Investing!! Do you know what they are?
Message me for your copy of the How Money Works Book to learn about that and so much more...Because Financial Education should be free!
https://calendly.com//lisa_albert to schedule a visit!

09/01/2024

With a background in servicing others, Karen Thomas is prepared to translate this skillset seamlessly into her work with families, crafting tailored financial strategies.

08/09/2024

I appreciate these that have my back and work so contientiously to support our valued clients and associates! It takes a village!

04/19/2024

04/09/2024

Still time to fund 2023!! Did you put in all you can?

04/02/2024

Fantastic time with our associates and their children/grandchildren!!!
Ive been called alot of things but for this brief time I was nicknamed "Head Bunny!!" :-)

03/25/2024

Thinking about my friends and clients closing in on retirement...This is a great article! Planning for retirement....isn't just a financial question.

Many people think of retirement as a long vacation. But that's often not the case, says retirement expert George Jerjian, who came out of retirement at 62. He shares the biggest downside of his retirement experience, and how a Japanese concept helped him overcome it.