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.
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Commentaries:
Efficient Market Advisors Commentary
Main Management Weekly Market Notes
Courgar Global Investments Monthly Outlook
Russell Investments Quarterly Global Outlook
Newsletters
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Uncle Sam Wants to Know About Your Gig Income
Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.
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Building Financial Resilience
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
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Mutual Funds: Do You Know What’s in Your Portfolio?
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
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Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
Calculators
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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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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.