SERVICES OFFERED
One Call. One Team. Every financial solution you need—customized for your goals, your family, and your legacy. That’s what financial concierge means.
From Paycheck to Power Moves—One Team, Every Strategy
We don’t offer random financial services—we deliver an elite, concierge-level financial ecosystem designed to create, grow, and protect wealth across every financial arena:
- Financial Planning – Wealth Strategies, not just spreadsheets
- Tax Planning – Minimize liability, maximize freedom
- Investment Planning – Make. Your money work harder than you ever did.
- Retirement Planning – Clarity, confidence, and rock-solid exit plan.
- Insurance Planning – Real protection, real security, zero guesswork.
- Estate Planning – Don’t leave your legacy to chance.
- Education Planning – Build futures through smart funding strategies.
- Business Planning – Sale smarter, exit richer.
- Financial Literacy Coaching – Empowered decision through expert guidance.
- Real Estate & VA Loans – Leverage the assets you already earned.
- Credit Building Strategies – Optimize your score, unlock your power.
You’ve Got Goals. We’ve Got Strategies to Hit Them Faster.
Our concierge model turns working-class income into wealth-class results.
The Concierge Advantage:
- One team for every financial need
- No fluff—just execution
- Real strategies, tailored for real lives
If you’re still relying on a job, a 401(k), and a dream, you are behind.
It is time to level up. We provide guidance to civilians, military, veterans, county, city, state, and federal employees that goes beyond to strategy- based success.
Schedule Your Private Financial Strategy Call Today!
By sending this request, I agree that Lisa Galloway or a financial professional from her team may contact me at the phone number I provided, through a phone or text, even though I may be on a Do Not Call Registry and/or it may be a wireless number. Private Policy and Terms of Condition
Financial Planning:
- Comprehensive
- financial plan creation
- Financial goal setting and prioritization
- Cash flow management and budgeting
- Debt management strategies
Investment Planning:
- Investment portfolio analysis and management
- Asset allocation and diversification strategies
- Retirement planning and investment strategies
- College savings planning (e.g., 529 plans)
- Comprehensive
- financial plan creation
- Financial goal setting and prioritization
- Cash flow management and budgeting
- Debt management strategies
Retirement Planning:
- Retirement income planning
- Social Security and pension maximization
- Retirement savings strategies
- Required Minimum Distributions (RMD) planning
Tax Planning:
- Tax-efficient investment strategies
- Year-end tax planning
- Coordination with tax professionals
- Strategies to minimize tax liabilities
Insurance Planning:
- Life insurance needs analysis
- Disability insurance planning
- Long-term care insurance
- Health insurance review and recommendations
Estate Planning:
- Estate plan review and recommendations
- Trust planning and management
- Wealth transfer strategies
- Charitable giving strategies
Education Planning:
- Education funding strategies
- College savings plans (e.g., 529 plans)
- Financial aid and scholarship guidance
Business Planning:
- Succession planning for business owners
- Employee benefits and retirement plans
- Business continuity planning
Specialized Services:
- Divorce financial planning
- Financial planning for special needs families
- Elder care financial planning
Wealth Management:
- Ongoing portfolio monitoring and adjustments
- Quarterly or annual review meetings
- Performance reporting and analysis
- Coordination with other professionals (e.g., attorneys, accountants)
Client Education:
- Financial literacy workshops and seminars
- Personalized financial education and coaching
- Resources and tools for financial decision-making