Lisa Galloway
Author/Coach/Financial Concierge/Speaker
Financial Fortitude that is Focused, Formulated and Fortified.
With my personal guidance, you can unlock your full potential and achieve the financial success you deserve.
Lisa Galloway
Financial Concierge
As a Financial Concierge, I believe in walking hand in hand with clients offering holistic support that extends beyond financial recommendations and problem solving. I believe in an educational approach that surpasses usual financial advice, incorporating lifestyle and logistical support such as bill paying, budgeting, financial tracking, insurance, retirement investment recommendations, and financial education to help clients make informed decisions and achieve their specific goals for revenue readiness.
Lisa continues to enjoy to walking hand in hand offering holistic support to the following:
- United States Military
- Federal Employees
- City, County, State Employees
- Educators and University Health System Employees
- Small Business Owners
- Self-Employed Individuals
Testimonials
By sending this request, I agree that Lisa Galloway or a financial professional from her team may contact me at the phone number I provided, through a phone or text, even though I may be on a Do Not Call Registry and/or it may be a wireless number. Private Policy and Terms of Condition
Privacy Policies and Terms of Condition
- Licensing of all professionals is available through the following websites:
- National Association of Insurance Commissioner at https://content.naic.org/
o National Association of State Boards of Accountancy at https://nasba.org/
o Your state’s Real Estate Commission website.
o Your state’s Bar Association website. - Lisa Galloway does not provide legal advice. Please consult an attorney on her team.
- Lisa Galloway and her team of financial professionals have a general knowledge of the Social Security tenets. For more in-depth information on your specific situation, please contact the Social Security Administration.
- Not all team members may provide all products, programs and services in all states.
- Lisa Galloway provides guidance through Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. Should a client like to further their planning engagement with Lisa Galloway, she will hand the client over to one of her investment advisory members that will result in recommendations for a separate fee.
- Insurance products not available in all states.
- Security and Investment advisory services offered through a registered investment advisor, member of FIRNA and SIPC.
- Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services.