Profile: Lisa Cassidy

Lisa, a native of Michigan, moved west to San Diego for college and stayed. Lisa was very proficient in computers, designing programs, managing databases and specializing in medical imaging systems During her technological career, she held positions such as Director of Technology Services, Director of Regulatory Affairs and Senior Product Manager.

Because of her desire to work closely with people and work with them in their transition to retirement, Lisa decided to also transition to her lifelong goal of becoming a retirement planning advisor. Her long-standing desire to help and impact businesses carries over to helping her clients understand and find solutions to their financial needs in retirement.

She joined the firm, America’s Financial Solutions Group, to better serve the Colorado and Wyoming areas providing retirement planning services alongside Al Martinez, Owner, and Host of Retirement and Income Radio.

Lisa Cassidy is known for educating and supporting clients as they develop an understanding of strategies that preserve retirement money and create income in both rising and falling markets. With a passion for listening, she is quickly attuned to the challenges clients face in retirement guiding and helping them to make decisions that ensure they will have lifetime income.

Lisa has served as a member of Business Network International for the past five years as Mentor Coordinator and Event Coordinator.

When Lisa is not meeting with clients, you can find her spending time with her family and enjoy an active Colorado lifestyle outdoors camping, biking, hiking or coaching people on how to improve their health and wellness. As an active outdoorswoman, Lisa has climbed 26 of Colorado’s 14,000 ft mountains and traveled to Iran to trek the Zagros Mountains with local nomads.

Lisa is the proud mother of a son and a daughter and has one granddaughter.





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America’s Financial Solutions Group, LLC

Lisa Cassidy
(888) 418-3358 Lisa.Cassidy@RetireVillage.com
americasfsg.com
Servicing all of Wyoming, Colorado and New Mexico.


Background Checked By Ethics.net Lisa Cassidy's LinkedIN Profile

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Lisa Cassidy

Lisa.Cassidy@RetireVillage.com

(888) 418-3358
americasfsg.com
Servicing all of Wyoming, Colorado and New Mexico.
Background Checked By Ethics.net Lisa Cassidy's LinkedIN Profile

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Disclaimer: The information presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.