Estate Planning for Members of the Military

Whether you’re a veteran or just starting out in the military, preparing your estate is extremely important. Financial Advisor Lisa Krall shares what military members need to know to protect their families.
Contact Financial Advisor, Lisa Krall at (724) 858-1122 or visit her website at Park Avenue Wealth Management.


Meet Financial Advisor, Lisa Krall

Lisa KrallLisa Krall is a financial professional at SagePoint Financial, Inc., a broker-dealer with over 1,900 registered representatives nationwide. Lisa has held an industry securities registration for 9 years and is subject to SEC and FINRA oversight.
Lisa is a University of Pittsburgh Graduate who earned a Bachelor of Science in Business Administration with a concentration in Finance. She also earned an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership and Professional Advancement. Lisa admires the traditional investment paths that have been successful over the years but also pays close attention to the new strategies being developed to navigate the changing investment markets. She enjoys discussing these options with her clients and works hard to ensure that each client knows how their investments work and what to expect from them over the years, especially nearing retirement.

You can reach Lisa at Park Avenue Wealth Management, Financial Advisor,
143 Hartman Rd. Suite #9, Greensburg, PA 15601
P: 724-858-1122
F: 724-498-4309

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