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Lisa H. Keaton, CFP®, AIF®

Capital Financial Planning, Inc.

50 Route 111
Ste 206B
Smithtown, NY 11787-3752
Phone: (631) 360-0464
Fax: (631) 979-6023

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Household Income Minimum: $160,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

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