Lisa Raye Hund, ChFC, CExP, MBA with Consolidated Planning

Lisa Raye Hund, ChFC, CExP, MBA with Consolidated Planning

Share

Helping Families and Business Owners Build, Protect and Maintain Greater Wealth and Understanding PAS is a wholly-owned subsidiary of Guardian.

We get people "Organized, Protected & Focused"

Lisa Raye Hund, specializes in financial optimization, risk management and flexible plan development. In working with a select group of industry specialists and having access to an advanced portfolio of products from some of the country’s largest financial institutions, she provides extraordinary leverage in the marketplace and in-depth level of pla

8 behaviors that help boost financial confidence 09/09/2026

If your finances have you feeling stressed, these smart money practices can help increase your financial and emotional confidence.

8 behaviors that help boost financial confidence These eight strategies can help you confidently decrease your financial stress and boost your well-being

Timing Your Retirement 09/07/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

Timing Your Retirement This short video illustrates the importance of understanding sequence of returns risk.

How to manage debt 09/04/2026

From credit cards to mortgages, most of us go into debt for the lifestyle we want. Here are 8 ways to help manage debt wisely to avoid overextending yourself.

How to manage debt 8 ways to help manage debt wisely to avoid overextending yourself.

Do you speak finance? The acronyms you should know 09/02/2026

The financial world has its own shorthand that can feel like alphabet soup. This guide helps explain common acronyms so you can be better equipped to navigate financial decisions.

Do you speak finance? The acronyms you should know The more financial terms you understand, the easier it can be to make smart financial decisions.

The connection between gratitude and money 08/31/2026

Giving thanks may also have a positive effect on finances. Find out how starting a gratitude practice can boost your happiness and your financial health

The connection between gratitude and money Gratitude may play a part in the relationship between mental and financial wellness

The hidden costs of homeownership 08/28/2026

How much does it really cost to own a home? It may be more than you think. Read about the hidden costs of home ownership.

The hidden costs of homeownership How to factor a home purchase into your long-term financial strategy.

The Cost of Procrastination 08/26/2026

The sooner you begin investing, the longer your money can work for you.

The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Rightsizing for Retirement 08/21/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

Rightsizing for Retirement What does your home really cost?

A New Way to Look at Your Bucket List 08/19/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow.

Want your business to be the top-listed Accountant in Charlotte?

Click here to claim your Sponsored Listing.

Location

Address


6115 Park South Drive; Suite 200
Charlotte, NC
28209