Lisa Cassidy

Allegiant Financial Services Group


Cost Segregation

June 29, 2021

What is a cost segregation study, and how can it benefit real estate investors? Recent ...

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It’s Official A Pandemic Is Upon Us

March 12, 2020

“The truth is that even our politicians do not understand the exponential infection rate of COVID-19. ...

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Five Benefits Of Working Past Retirement Age

February 13, 2019

Retirement is a state of mind not of your age “Retirement: It’s nice to get out ...

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Living Too Long Is Never A Problem Until It Is

January 25, 2019

What happens when your money dies before you? What are your options? When it comes to ...

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Lies My Financial Advisor Told Me

January 6, 2019

Lies my financial advisor told me, or How I stopped worrying about “yields” and started loving ...

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Protect Yourself From Bank Worst Practices

December 16, 2018

How safe is YOUR wallet? Are you protecting yourself from the banks’ “worst practices?” So widespread ...

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Five Reasons Women Should Consider Annuities For Retirement

November 2, 2018

5 reasons women should consider using annuities to create more prosperous, less stressful retirements If you’re ...

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10 Solid Reasons To Consider An Annuity For Your Retirement Foundation

November 11, 2022

Need a reason to add an annuity to your retirement portfolio?  Here are 10. Annuities aren’t ...

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10,000 Baby Boomers Retire Each Day

January 30, 2021

10,000 new baby boomers retire each day. Think about it: Many people don’t get defined ...

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6 Annuity Misconceptions You Need To Know

January 30, 2019

Here are 6 Annuity Misconceptions You Should Know About When it comes to Your Money and ...

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7 Financial Tips to Help you Enjoy Life and Reduce Stress

April 6, 2019

 Use these tips to reduce stress 1. Get serious about your retirement: If your employer matches ...

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A Compelling Story: Fixed Index Annuities

July 21, 2020

How would you like to play poker where the casino told you they would guarantee you ...

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A Gold Watch And Lifetime Income

March 7, 2019

Pensions have evolved to self directed retirement planning I grew up in steel country in Western ...

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A La Carte Planning Don't Be A Victim

September 11, 2022

A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...

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A Life Insurance Policy Is An Asset You Can Sell

June 28, 2018

Did you know that you have a valuable asset which is often overlooked and may not ...

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A New Idea That Has Been With Us For Over 200 Years

August 14, 2019

“Only money left over after paying taxes can be spent. For the average person in the ...

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A Reality Check And The Annuity Bubble

October 29, 2014

Is there really an Annuity Bubble? Under reconstruction

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A Retirement Income Trifecta

May 9, 2022

The Best Practices Used to Create Sustainable Streams of Retirement Income My parents and grandparents both ...

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A Simple And Successful Approach For Your Nest Egg

September 11, 2022

In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first-ever ...

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A Time To Give Thanks

November 3, 2021

As Thanksgiving approaches, I think about what I have to be thankful for and the traditions ...

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Lisa Cassidy picture

Lisa Cassidy

Allegiant Financial Services Group

225 Union Blvd

Suite 150

Lakewood, Colorado 80228

(303) 381-1505

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