Lisa Policare, Mba, Apma™ Email & Phone Number

Often I am asked what makes our practice different. My answer is that we place great emphasis on listening to understand what is most important to a client from both a financial and lifestyle perspective.As a founding partner at Penn Wealth Planning, I am dedicated to providing the insight and specialized knowledge our clients require in navigating the complexities of their wealth. For 25 years, I have served the needs of affluent clients seeking a comprehensive and disciplined financial planning approach by developing customized strategies designed with the goal of balancing income, growth and risk.Our practice takes a very personal approach to each client engagement, listening to understand financial objectives and the lifestyle needs of clients. We have developed tailored strategies that reflect individual values and help keep clients on track toward specific financial goals, assisted by clear and frequent communication.With our knowledge of working with executive benefit plans, including the pension and long-term incentives, clients can utilize our services to evaluate their current position as well as analyze future opportunities.Our practice is supported by an experienced team of professionals adept at all aspects of a client’s wealth management needs, including strategies for investment, insurance, tax planning, estate and retirement planning.Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Listed skills include Executive Compensation Planning, Strategic Financial Planning, Wealth Management, Insurance, and 6 others.