OneIndiana Financial Group
18020 San Carlos Blvd #64, Fort Myers Beach, FL 33931, USA
18020 San Carlos Boulevard
Fort Myers Beach
Florida
33931
US
Lisa Chambers
| I help all income level clients with all of their complex financial needs. I think through any financial decision including personal finance, retirement planning, education funding, insurance protection, tax planning, investment management, estate planning–which are all individually complex and collectively can present a real challenge for people. I help create more spendable income in retirement. I do this by using traditional financial vehicles in innovative ways. No single strategy fits everyone so every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping develop a strategy to address financial goals and objectives, using evidence based, efficient methods. |