Investment Services
Advice Built on Experience. Backed by Credentials.
At Lishka Financial™, we deliver independent, fiduciary-focused guidance across every stage of your financial life.
Our approach is disciplined. Clear. Built around your goals.
Why Work With Us
Our team brings advanced credentials to your plan:
- CFP® – Comprehensive financial planning
- ChFC® – Advanced planning strategies
- ChSNC® – Special needs planning expertise
- CPFA® – Retirement plan fiduciary oversight
- CF2® – Behavioral finance and decision-making
- FRC – Retirement income strategies
- JD – Legal insight for complex planning
This combination matters. It allows us to connect investments, taxes, retirement, and risk into one strategy.
What We Do
Investment Management
Keep portfolios simple, disciplined, and aligned with your goals.
- Asset allocation and portfolio design
- Stocks, bonds, mutual funds, and fixed investments
- Ongoing monitoring and rebalancing
Retirement Planning
Build a clear path to and through retirement.
- Retirement income strategies
- Portfolio distribution planning
- Social Security and withdrawal coordination
Retirement Plans (Business & Individual)
Design and manage plans that work.
- 401(k), 403(b), and 457 plans
- Business retirement plans
- Fiduciary guidance and plan oversight
IRA & Rollover Strategies
Make smart moves with retirement assets.
- IRA setup and management
- 401(k) rollovers
- Distribution strategies
Risk Management
Protect what you’ve built.
- Life insurance planning
- Long-term care strategies
- Annuity evaluation and implementation
Education Planning
Prepare for future costs without disrupting your plan.
- College savings strategies (529 plans)
- Tax-efficient funding approaches
How We Work
- Understand – Your goals, risks, and current plan
- Design – A clear, coordinated strategy
- Implement – Investments, accounts, and structures
- Manage – Ongoing monitoring and adjustments
Who We Serve
- Individuals and families
- Business owners
- Retirement plan sponsors
- Clients with complex planning needs, including special needs planning
Bottom Line
You don’t need more products.
You need a strategy that works together.
Get Started
Schedule a consultation and get a clear plan built around you.