Our Qualifications
Experience You Can Rely On. Credentials That Matter.
Lishka Financial™ has been serving individuals and businesses since 1986.
We are locally owned and built on long-term relationships.
Our focus is simple: clear advice, thoughtful planning, and disciplined execution.
Our Credentials
Our team holds advanced designations that bring depth to every recommendation:
- CFP® – Comprehensive financial planning
- ChFC® – Advanced planning strategies
- ChSNC® – Special needs planning
- CPFA® – Retirement plan fiduciary expertise
- CF2® – Behavioral finance and decision-making
- FRC – Retirement income strategies
- JD – Legal insight for complex planning
These are not just titles. They reflect training across investments, taxes, retirement, risk, and estate considerations—working together in one strategy.
What Sets Us Apart
Independent Guidance
We are not tied to one product or provider. Recommendations are built around you.
Clear Communication
No jargon. No confusion. You understand what you own and why.
Personalized Planning
Your plan is built around your goals, timeline, and risk tolerance.
Long-Term Relationships
We stay involved. Plans evolve as your life changes.
How We Work With You
We believe clients should be informed and involved.
- We help you define clear financial goals
- We build a strategy to pursue them
- We guide you through decisions with clarity
- We adjust as your needs change over time
The result is a structured, easy-to-follow roadmap toward a more secure financial future.
Our Commitment
We are committed to helping you make better financial decisions with confidence.
Let’s Get Started
We look forward to putting our experience and credentials to work for you.
