Eric and Lisa have been married twice. You read that right. Originally married in 1998, divorced in 2005 and re-married in 2008. There is a story there for sure, get them to tell you about it.
Eric is a retired Chef and has been helping businesses, families and individuals protect & grow wealth since 2018. Eric is a financial services trainer and licensed professional. He has developed a successful recipe for everyone from the average working person to the accomplished professional that can provide market protection and tax-free income that lasts. With a lifetime of experience and accomplishments Eric will collaborate with you to build a financial legacy that can last generations.
Lisa graduated from Virginia Commonwealth University in 1998.
Lisa is finishing up her profile....coming soon!
We delve into major retirement topics and simplify them into easy-to-understand articles, infographics, and client-ready material.
Triumph Over Risk!
She wanted very much to help families in a different and more profound way. She decided she needed to do something else to help the families who worried about what would happen to their children in the future, when their parents were no longer around. She thought about her own family and what she would want in order to feel more secure. This led to Mia getting her license for insurance in the state of Arizona, which she worked just part time, while still keeping her employment at the private Christian school that she loved so much.
However, early in the pandemic when everything closed down,
she decided to leave the school and begin helping families full time, and she hasn't looked back.
Insurance offer flexible, fully customizable options that help families set aside money to grow for the future of their children, for their own future or that of their spouse. They are often the only option for tax sheltering money or growing money much faster than the rate of interest, while also outpacing the sting of inflation. Mia has been able to help many of the families of the students she worked with and has progressed in her business to more advanced products.
She enjoys the challenge of learning new things and continuing to help people like she has always loved to do.
Triumph Over Risk!
At our firm, we take a comprehensive approach to your finances. By examining your entire financial picture, we can develop an action plan that identifies potential opportunities and emphasizes achievable solutions. Our services include income tax planning, retirement planning, investment consulting, trust and estate planning, and business owner planning.
As life and business are ever-changing, we continually review, monitor, and adjust your plan to ensure it remains suitable for your needs. This process can be as simple or as complex as you require.
We are committed to helping you achieve your financial and tax planning goals, giving you peace of mind. At Certainty Financial, we offer insights, tools, and consultations to help you navigate the complexities of retirement planning. We provide easy-to-understand articles, infographics, and materials to break down major retirement topics.
No matter what type of retirement plan you are currently using, we can help you fulfill your goals. Our discovery process begins with asking and answering questions. Schedule your appointment by clicking the button below.
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