Amerisal Financial offers services to individuals and small business clients; Lucia has 26 years of experience as a financial advisor, 10 years as a corporate IRS auditor, and Credit and Mortgage lending experience.

Planning for Your Future May Give you Piece of Mind

• Amerisal Financial strives to empower clients to take control, plan and manage their finances with an experienced financial coach
• We assist clients to help them develop a clearer vision of their future to implement a strategic plan
• Assisting clients with Long-Term Care and Life Insurance to compliment each individual’s circumstances
• Helping clients align their goals and values in the hopes of being able to overcome major financial life event transition
• Lucia is an accountant, insurance agent, former financial advisor, and enrolled IRS agent with 40 years of experience comprising of corporate auditor, credit manager, financial advisor, and financial planning consulting

Reach Out To Our Experienced Female Financial Planner

From extensive financial planning to divorce transition, our financial consultant offers various services for our clients. We can make a staunch financial plan for you or your business from scratch. Whether you’re saving money for college or retirement, we can help you create a budget and set your financial objectives.

Our team will thoroughly assess your financial situation and help you find an insurance plan that fits your requirements. We also know that the financial divorce transition can be hectic, and this is why we help our clients distribute their assets without any hassle.

Reach out to our experienced financial consultants for more details.

Simplify your life, protect your dreams, pursue your goals!

Financial Planning

Amerisal Financial provides financial coaching during life transitions such as retirement, career change, loss of a loved one, divorce, and other life transition events.

Discovery Process:

I analyze the big picture to understand your present financial situation

Knowledge & Tracking:

We work together to establish a realistic budget with a timetable. Do you need to reduce your budget to meet your goals?

Debt:

I will analyze the type of debt and amounts carried, along with the interest rate charged for each in order to prioritize debt payment

Be Prepared:

Coaching and having a financial consultant on your side can help you feel more confident and empowered to stay on track for the future

Education:

I will be guiding you to understand the parts of the financial equation so that you will feel more empowered to take control of your finances

 

 

Golden Rules for Financial Security:

Realistic Budget – Eliminate Debt – Control Spending

Insure Assets – Increase Savings

Lucia was featured in the Portland Monthly magazine for several years, named as one of 4% of advisors in Oregon’s ‘Five Star Wealth Manager’ for providing tailored services to clients from 2012 to 2020.