Products & Services

At the Lisch Family of BusinessesLisch Family of Businesses, we provide assistance in the following areas:

Investments

  • Brokerage Accounts
  • Check Writing
  • Mutual Fund Accounts
  • Roth IRA
  • SEP IRA
  • Traditional/Rollover IRA
  • Retirement Plans
  • Trust Accounts
  • Variable Annuities
  • 529 & Coverdell Plans

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Medigap Insurance

 

Through our affiliated companies, Lisch & Lisch LLC and Howard Lisch Esq., Attorney at Law, we will help in:

 

  • Personal Financial Management
  • Retirement Planning
  • Retirement Plan Design
  • Estate Planning
  • Tax Planning & Research
  • 403(b) Planning
  • Tax Return Preparation
  • Accounting
  • Trust Design
  • Will Preparation
  • Estate and Trust Administration