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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Traditional or Roth Contributions? Think It Through for Future You
When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.
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Is Tip Fatigue Wearing You Out?
Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.
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An Umbrella Policy Offers Extra Liability Coverage
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
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.