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Firm Description

Lishka Financial® is an independent financial planning firm helping individuals, families, retirees, and business owners make informed financial decisions and build long-term financial security.

We specialize in personalized financial planning, investment management, retirement planning, and employer-sponsored retirement plans. We also have a particular focus on individuals with disabilities and their families, helping them navigate the financial complexities of special needs planning.

Through our special needs planning services, we help families understand the financial considerations surrounding First-Party and Third-Party Special Needs Trusts, ABLE accounts, government benefit eligibility, and long-term care needs. We coordinate with qualified attorneys and other professionals to help families develop a comprehensive strategy tailored to their circumstances.

Lishka Financial® does not draft or establish trusts or provide legal advice. We can refer families to qualified special needs planning attorneys and, when appropriate, provide investment management for trust assets in coordination with the trustee and the trust's governing terms.

Our mission is to help individuals and families make confident financial decisions, protect their long-term financial well-being, and plan for a more secure future.

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