Lisa Kachel is an experienced financial planning professional who specializes in all areas of financial planning, estate planning and asset management. With her experience, Lisa has focused on helping her clients—individuals, families and small businesses—address their specific financial goals and objectives.
Lisa holds her Series 7, securities registrations through LPL Financial, and her Series 66 registration through LPL Financial and Householder Group Estate and Retirement Specialists. She is licensed through the states of Oregon, Washington and Kansas for life insurance, long term care and disability. With Lisa’s considerable experience, education, and training, she is able to develop comprehensive financial plans for her individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, as well as estate and risk management strategies.
Lisa has partnered with Householder Group because they share her dedication to the same goals and objectives she believes are necessary to achieve successful outcomes for her clients. Like Householder Group, Lisa’s focus is on developing and implementing tax strategies, estate-planning techniques, and helping clients manage income and estate taxes. In addition, Lisa is able to leverage the availability of sophisticated investment strategies that enable her to focus on capital preservation and multi-generational wealth management for her clients. Ultimately, Lisa wants all of her clients to have confidence in their investments knowing that she is doing everything possible to help them pursue their specific financial goals and objectives.
Lisa is an Oregon native with no plans to leave “home”. Lisa has been blessed with a large blended family, and most days she considers herself lucky to have their spirited chocolate lab Willie in the middle of things. Lisa loves spending as much time as possible in the outdoors hiking, biking, or an impromptu game of tag with Willie.
We don’t represent a group of investment products, we represent you.
10135 SE Sunnyside Rd, Suite 210
Clackamas, OR 97015