Ask Bree and Lisa, LLC.

About Us

We are Licensed Financial Professionals. We specialize in helping individuals grow their money risk-free and tax-free through strategic retirement planning. After witnessing firsthand the impact that lack of financial planning had on our own families, we founded our company with a deeply personal mission: to inspire everyday individuals to dream again. We believe that everyone deserves the opportunity to envision and achieve their ideal retirement, regardless of where they're starting from. Our approach goes beyond traditional financial advice—we help clients create comprehensive strategies that turn their retirement dreams into achievable realities.