What is the biggest mistake people make when they inherit or otherwise receive a large amount of money? Tune into this very important episode with Lisa Krall to learn what to do and what to avoid when you receive a windfall.
To schedule a consultation visit Lisa’s website at Park Avenue Wealth Management.
Meet Financial Advisor, Lisa Krall
Lisa 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
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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.