About Us

Lisa Cassidy is a financial advisor who truly cares about her clients.  As the founder of Allegiant Financial Services Group, Lisa is committed to providing her clients with comprehensive financial planning services that are tailored to their unique needs and goals.   She understands that financial planning is not a one-size-fits-all solution, and that each client requires a customized approach.   

Lisa and her team at Allegiant Financial Services Group offer a wide range of financial planning services, including retirement planning, estate planning, investment management, tax planning, insurance planning and more.   They take a holistic approach to financial planning, considering all aspects of their clients’ financial lives to create a personalized roadmap that can help them achieve their goals. 

In addition to providing expert financial advice and guidance, Lisa and her team prioritize building long-lasting relationships with their clients.   They believe that trust and transparency are critical components of a successful financial planning partnership, and they work hard to earn their clients’ trust by providing exceptional service and results. 

As a fiduciary Investment Advisor Representative, she holds her Series 65 securities, Life & Health, and Long-Term Care licenses and a is a designated Federal Retirement Consultant (FRC).