Wealth Management and Investment Services
Lishka Financial™ provides you, our client, an educated alternative for investing. Lishka Financial™ excels at explaining the pitfalls and advantages of complex investment programs. Lishka Financial™ is not limited to proprietary, "in-house" products, allowing you to choose the most competitive investments available.
Lishka Financial™ is a independent financial planning firm licensed with LPL Financial, a full-service broker-dealer serving independent financial advisors nationwide.
LPL is an independent broker dealer intent on providing you the highest quality service. Because we are independent, LPL gives its financial advisors the freedom to decide which products are the best fit for you. More importantly Lishka Financial™ has access to a wide array of the most respected products and services available in order to best meet your goals and objectives.
To help us stay on top, we have placed an emphasis on education by providing the latest in industry news as well as comprehensive training programs.
Since 1986, our clients have enjoyed financial services at the leading edge of the industry. Lishka Financial™ can also address your business and family insurance needs.
Build YOUR future with the Lishka Financial™ team!
Fee waived on first consultation!
Commentaries:
Main Management Weekly Market Update
Russell Investments Market Weekly Review
Newsletters
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Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
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Insurance Gaps May Pose Risks for High-Net-Worth Households
It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
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Equity REITs: Is There Room for Real Estate in Your Portfolio?
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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Consumer Sentiment: Do Americans See Brighter Days Ahead?
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.