Investment Services

Lishka Financial™ offers independent financial management and advice in the following key areas:

  • Asset Management

  • Retirement Planning

  • 401k Plans
  • 401k Rollovers

  • 403b Plans

  • 457 Plans

  • IRA

  • IRA Rollovers
  • Annuities

  • Mutual Funds

  • College Savings Plans

  • Fixed Investments

  • Stocks

  • Bonds

  • Certified Financial Planning®

  • Retirement Portfolio Planning

  • Life Insurance Planning

  • Long Term Care Planning

  • Business Retirement Plans



Companies We Represent*: 





























American Funds

CLS Investments

Moody National Companies

Jackson National

NexPoint Capital

J.P. Morgan Asset Management

ICON Investments





Holbrook Holdings


*We offer more investment choices beyond those  listed above. Please contact us for the full list of companies we represent.