You work hard for your money, and Lisa Guzek Montagné’s team wants your money to work hard for you.“If something has changed in the tax code or in the market and we know our clients can benefit, we let them know. And they don’t just come in, get a recommendation, and that’s it. We check to make sure the follow-up is there and we continually monitor their progress,” Lisa says. This independent team of financial professionals is backed by the resources of LPL Financial, the nation’s number one independent broker/dealer*. LPL Financial stands out among financial firms for its financial strength and freedom from the conflicts of interest on Wall Street. Lisa and her team use a total wealth management approach—offering tax-advantaged investment strategies and portfolio analysis, as well as providing comprehensive financial planning. Clients include everyone from young accumulators to corporations to retirees.
They are money managers, spending time designing a client’s investment portfolio so that it’s suitable for short and long-term needs, and they are also CERTIFIED FINANCIAL PLANNER ™ professionals. Financial planning is a process—not a product. Creating a plan will give clients a clear picture of where they stand financially and provide a road map to help them get to where they want to be. The plan is unique to the client and may include any or all of the following: college planning, retirement planning, estate planning, employee stock option planning, and an insurance analysis (life, disability, long-term care).
This dedicated team of financial professionals provides a “hands on” approach to financial guidance. Not only are they are knowledgeable—with 60 years of combined experience—but they genuinely care about their clients’ financial welfare. Their mission is to provide each client with the highest level of service, the most objective consideration of their needs, and a well-researched strategy to help them achieve their financial goals. Lisa and her team take the time to really listen so that they fully understand their clients’ hopes, passions, and values. Trust matters when it comes to your money—and building a relationship of trust means placing the clients’ interests first. That’s what they do every day. “We are readily accessible should a question arise and we schedule regular face-to-face meetings with all our clients,” says Lisa. They are like “life coaches,” helping clients navigate the many complex financial decisions that need to be made throughout their lives.”
“We love what we do,” Lisa says. “If we could afford to do it pro bono for eight hours a day, we would.”
*According to Financial Planning magazine, 1996-2008, based on total revenue
Securities offered through LPL Financial, Member FINRA/SIPC