Wealth Management and Investment Services
Lishka Financial™ provides you, our client, an educated alternative for investing. Lishka Financial™ excels at explaining the pitfalls and advantages of complex investment programs. Lishka Financial™ is not limited to proprietary, "in-house" products, allowing you to choose the most competitive investments available.
Lishka Financial™ is a independent financial planning firm licensed with LPL Financial, a full-service broker-dealer serving independent financial advisors nationwide.
LPL is an independent broker dealer intent on providing you the highest quality service. Because we are independent, LPL gives its financial advisors the freedom to decide which products are the best fit for you. More importantly Lishka Financial™ has access to a wide array of the most respected products and services available in order to best meet your goals and objectives.
To help us stay on top, we have placed an emphasis on education by providing the latest in industry news as well as comprehensive training programs.
Since 1986, our clients have enjoyed financial services at the leading edge of the industry. Lishka Financial™ can also address your business and family insurance needs.
Build YOUR future with the Lishka Financial™ team!
Fee waived on first consultation!
Congrats to Anthony Lishka, ChFC®, FRC, CF2® on recently winning the Five Star award and being featured as one of the outstanding wealth managers in Portland. Check out his profile, and thank you for your support!
https://app.essentialengine.com/spotlights/127169
CLS sits down with financial advisor Anthony Lishka ChFC®, Lishka Financial™, where he talks about how it’s Lishka Financial's responsibility to help their clients reach their financial goals and how it all begins with trust. View Interview
Why work with an Independant Advisor?
Worried about a recession coming? Check out Legg Mason's Anatomy of an Recession for more information.
Learning from the lessons of time.
To access your portfolio, please click here
Commentaries:
Main Management Weekly Market Notes
Russell Investments Quarterly Review
Russell Investments Market Weekly Review
Newsletters
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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Should You Buy or Lease Your Next Vehicle?
Skyrocketing new vehicle costs and high interest rates could make leasing a cost-saving option. This article looks at the advantages and disadvantages of owning vs. leasing.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.