Advancing Individuals' & Communities' Financial Knowledge

Our Owner and CEO, Lisa Robinson, is a CERTIFIED FINANCIAL PLANNER™ with a passion for advancing individuals' and communities' financial knowledge and competence.

She is also a Registered Nurse with 30+ years of experience in Case Management, Medicare, Medicaid, and Long-Term Care. She holds active licenses in life insurance and real estate and will work to provide a comfortable financial home for all she serves.

Mrs. Robinson's #1 goal is to create a financial plan that edifies you for your accomplishments, educates you on areas that need strengthening, and equips you to have the knowledge and personal assistance required to successfully execute your financial goals. If you are interested in securing your future, talk to our experts about our comprehensive financial planning services for additional details.

A woman in white suit sitting on chair.