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We understand that many people desire to be good stewards of their resources but have significant financial questions and concerns:
  • Am I saving enough?
  • What is the best investment strategy for me?
  • Am I paying unnecessary taxes?
  • Will I have enough to maintain my current lifestyle in retirement?

Making the right financial decisions can seem overwhelming, but doing so is critical to your financial future. We serve as a trusted financial advocate to help clarify your options and empower you to gain peace of mind though all stages of life. 

If you’re interested in working with a financial advisor who takes the time to understand what is really important to you, it would be my privilege to serve you.

Lisa

Lisa Hay, CPA, CFP®


Please note that
beginning January 5, 2015 all financial planning and investment advisory services will be offered through Cornerstone Capital Advisors.