Lisa Peterson

What is important to you? What is on your mind or in your heart? What are your dreams?

Hi, I'm Lisa. I help folks live their dream life by showing them how to protect their assets, plan for life's unexpected hardships, and get out of debt once and for all.

I provide insight and guidance for life's important financial and legal decisions --- such as recommending retirement products that save $$$ in tax dollars and implementing an estate plan so your wishes are honored.

I have over 20 years of professional experience working with clients.

I love meeting new people, eating good food, and getting outdoors. I also enjoy wine and baseball - because it's wine and baseball!

You can schedule a NO COST consultation by simply texting CHAT to this number. Or just give me a ring.

I look forward to hearing what YOU want to resolve and accomplish, and helping you get it! We can do this!