1 minute read
Lisa Brooks • Premier Wealth Partners
Lisa A. Brooks, CFP, CRPC, is a financial advisor and partner with Premier Wealth Partners. Lisa has helped her clients thrive for more than 22 years. Lisa focuses on retirement planning/income strategies and specializes in women’s financial strategies.
At Premier Wealth Partners we look to provide comprehensive financial care to help clients with their wealth management strategies. Our approach starts with your dreams and goals, not just numbers. We have experience helping clients with the complexities of wealth management and customized financial planning. We work to achieve this through consistent, disciplined processes and strategies. “Many people start working with an advisor when they are about to retire,” said Lisa. “Even though they may have a broker, an insurance agent and an accountant, many fail to have one person bringing it all together. If you start early, small strategies and adjustments can be implemented over time to enhance your financial situation.”