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Lisa Roche-Berlage, CFP®, MBA

Wipfli Hewins Investment Advisors, LLC

4949 Harrison Ave
Ste 300
Rockford, IL 61108
Phone: (815) 484-5649

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Household Income Minimum: $0
Investable Asset Minimum: $400,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Retirement
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Medical & Health Issues
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.