Lisa L. Rapfogel, CFP

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Lisa L. Rapfogel, CFP We exist with the sole purpose of assisting our clients to understand their options in order to create a strong financial strategy.

You work hard to earn your income, but you also work hard to build a future for your family. Reach out to learn how I ca...
30/09/2026

You work hard to earn your income, but you also work hard to build a future for your family. Reach out to learn how I can support your financial goals now — and for the next generation.

Many people don’t realize the risk of becoming disabled or the true impact it has on their savings. Help clients better ...
29/09/2026

Many people don’t realize the risk of becoming disabled or the true impact it has on their savings. Help clients better understand the potential financial impact of a disability. Learn more.

Protect your business and shape your future. I can help.
28/09/2026

Protect your business and shape your future. I can help.

Let’s work together to take advantage of the tax-free growth of HSA contributions. If you are young and healthy, it may ...
27/09/2026

Let’s work together to take advantage of the tax-free growth of HSA contributions. If you are young and healthy, it may be the perfect time to get started.
https://bit.ly/47nGWUo

I can be your financial advocate and tailor a solution around your family situation and financial needs. Let’s connect.
26/09/2026

I can be your financial advocate and tailor a solution around your family situation and financial needs. Let’s connect.

A solid financial future is in reach. Work with me to customize a plan that’ll help achieve your goals, prep for retirem...
25/09/2026

A solid financial future is in reach. Work with me to customize a plan that’ll help
achieve your goals, prep for retirement, and handle life’s unexpected turns.

The value of an annuity could potentially be greater for women, who tend to face bigger retirement risks. Let’s talk abo...
24/09/2026

The value of an annuity could potentially be greater for women, who tend to face bigger retirement risks. Let’s talk about your retirement prospects and make sure your plan is ironclad.

Taxes can make a dent in one’s retirement income. Let’s explore how a whole life policy could help diversify taxes if th...
23/09/2026

Taxes can make a dent in one’s retirement income. Let’s explore how a whole life policy could help diversify taxes if the death benefit isn’t needed.
https://bit.ly/4dSBw7v

Help protect your business and employees should you become too sick or hurt to work to work for an extended period. Talk...
22/09/2026

Help protect your business and employees should you become too sick or hurt to work to work for an extended period. Talk to me to learn more.

22/09/2026

Life insurance helps protect the people you love today — and opens up possibilities for their tomorrow. Talk to me to see if your coverage fits your goals.

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6200 N Central Expy

75206

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