Creative Financial Planning

Lisa Hayes is president and founder of Creative Financial Planning, Inc., established in 1985. Since her independent company’s inception, she has been helping individuals, families, corporations, and non-profit organizations make informed financial decisions.

Ms. Hayes focuses on risk management, wealth accumulation, and retirement income, helping clients progress smoothly and successfully from increasing their portfolios to preserving their capital base.

Ms. Hayes is a trusted financial advisor, a highly regarded speaker, and a recognized authority in her field. Creative Financial Planning manages more than $100 million in assets.

Creative Financial Planning’s guidance is both tactical and balanced, providing quarterly updates and regular monitoring. Clients benefit from the coordination of many financial professionals that compliment their total financial picture.

Contact Information

Lisa Hayes, CFP, CHFC, AIF

17 Squadron Blvd, Suite 30, New City, NY 10956

P: 845-634-6050
F: 845-634-2027

lisa.hayes@creativeplanners.net
www.creativeplanners.net

Join Over 50 Local Organizations Enjoying the Benefits of Membership

Become Part of the RDC to Further Your Philanthropic Journey.

JOIN NOW