Amerisal Financial offers various services to individuals and small business clients; Lucia has 39 years of financial advisor, corporate IRS auditor, and Credit and Mortgage lending experience. Amerisal Financial strives to empower clients to take control, plan and manage their finances with a qualified financial advisor.
We assist clients to help them develop a clearer vision of their future and 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 accommodate a major financial life even transition.
We assist clients to help them develop a clearer vision of their future and 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 accommodate a major financial life even transition.
Services
Financial advisor for over 24 years, former IRS Corporate Auditor and Credit Manager. Assisting business owners and individuals by helping them work towards financial success through planning, budgeting, and investment advice. Coaching clients to align their dreams and goals, then implement sound financial decisions.
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