Free Financial Review

My name is Lisa Baker and I am a Financial Advisor. I am currently accepting new clients and am happy to give a free review to any chamber member of your current financial plan, for your business or personal, to see what you might already have in place and make sure it's meeting your current and future needs. I can make recommendations or highlight areas where your existing coverage may be lacking. I excel at working with my clients to save them money, pay less taxes and to grow their business and wealth. I tailor each plan so it meets your unique goals because excellent customer service and satisfaction is my number one priority. I am happy to work with clients whether it be big or small. Reach out and let's connect! Looking forward to hearing from you.