Before You Get Married: Financial Tips for Young Couples

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. Financial Advisor Lisa Krall has some tips for you to begin your life together with a smart financial plan. Easier to do than agreeing on your invitation list!
 
For more information visit Lisa’s 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

Disclosure:
Check the background of your financial professional on FINRA’S BrokerCheck.
Securities and advisory services offered through SagePoint Financial, Inc. member FINRA/SIPC. Insurance services offered through Park Avenue Wealth Management, which is not affiliated with SagePoint Financial, Inc. This communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IL, IN, MD, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA WV. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.