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!
Congrats to Anthony Lishka, ChFC® on recently winning the Five Star award and being featured as one of the outstanding wealth managers in Portland. Check out his profile, and thank you for your support!
https://www.fivestarprofessional.com/Spotlights/110931
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. View Interview
Why work with an Independant 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:
Main Management Weekly Market Notes
Russell Investments Quarterly Global Outlook
Newsletters
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Calculators
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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 73.
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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.