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 Crown Capital Securities, L.P., a full-service broker-dealer serving independent financial advisors nationwide. Crown Capital Securities is a members of the Financial Industry Regulatory Authority, Inc. (FINRA) and Securities Investors Protection Corporation SIPC.
Crown is an independent broker dealer intent on providing you the highest quality service. Because we are independent, Crown 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.
Crown Capital is very selective about who qualifies to become an advisor of Crown Capital Securities. 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!
CLS sits down with financial advisor Anthony Lishka ChFC®, Lishka Financial™, where he talks about how it’s Lishka Financial's responsibility to help their clients reach their financial goals and how it all begins with trust.
Are you getting the most out of your 401k, 403b, and/or 457?
Why an Independant Financial Advisor?
Worried about a recession coming? Check out Legg Mason's Anatomy of an Recession for more information.
Learning from the lessons of time.
To access your portfolio, please click here
Commentaries:
Efficient Market Advisors Commentary
Main Management Weekly Market Notes
Courgar Global Investments Monthly Outlook
Newsletters
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Where to Look for Lost and Forgotten Money
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
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Should You Speed Up Your Retirement Plans?
The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.
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Preparing for Libor to Leave the Building
The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.
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401(k) and IRA: A Combined Savings Strategy
Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.
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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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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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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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.