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.
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