As an investment and employee benefits professional, Lisa has provided advice and products to corporations, municipalities and closely held business related to their employee benefit programs for over 25 years.Lisa worked at CIGNA in the Group Pension field until 1990. Since that time she has been an entrepreneur and business owner providing a variety of direct client services and products as a benefits advisor. The retirement planning services include design and implementation of 401K, pension and other types of retirement programs for clients. A particular area of focus surrounds building and monitoring the investment alternatives within plans and the ongoing fiduciary review of the costs of operating these plans.In the disability benefit arena, she has created plan designs focused on corporate executives that leverage the use of insurance products available in this market.Her expertise includes a working knowledge of the corporate insurance marketplace specific to employee benefits.As a principal in an M Financial group member firm , Lisa is able to design and offer solutions and products to meet her clients needs. Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Lindberg & Ripple, Inc. is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Listed skills include Investments, Employee Benefits, Insurance, Retirement Planning, and 18 others.