Lishka Financial™ offers independent financial management and advice in the following key areas:
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Asset Management
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Retirement Planning
- 401k Plans
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401k Rollovers
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403b Plans
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457 Plans
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IRA
- IRA Rollovers
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Annuities
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Mutual Funds
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College Savings Plans
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Fixed Investments
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Stocks
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Bonds
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Certified Financial Planning®
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Retirement Portfolio Planning
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Life Insurance Planning
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Long Term Care Planning
- Business Retirement Plans
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Companies We Represent*:
American Funds
CLS Investments
Moody National Companies
Jackson National
NexPoint Capital
J.P. Morgan Asset Management
ICON Investments
MetLife
Prudential
MVP REIT
BLACKROCK
Holbrook Holdings
*We offer more investment choices beyond those listed above. Please contact us for the full list of companies we represent.
