Kelly Lizzotte | Financial Representative | FaithLife Financial

Financial Representative

Kelly Lizzotte

As your Financial Representative, personal service is my promise to you and your family. I will work with you to help you understand what insurance will do and the types of insurance that will help you meet your financial goals – charting a course with a customized plan that’s right for you. I am committed to educating, engaging, and inspiring as many families as possible so you understand the concepts, strategies and tips that will help you to protect your financial future. And if you are a small or large business owner, we can discuss group benefits and more.

Together, we will plan to meet your needs today and into the future.

How We’ll Work Together

For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.

Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.

  1. Understand your financial objectives and concerns.
  2. Personalize how we work together based on your needs and preferences.
  3. Gather your information to understand your current situation.
  4. Analyze your information to develop a personalized plan.
  5. Implement the desired strategies within your plan.
  6. Review progress towards your goals and make necessary adjustments.

As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.

Products and Services

I offer insurance and investment solutions to protect your financial future.

  • Life Insurance
  • Education savings for your children or grandchildren
  • Critical Illness, Disability and Long-Term Care Insurance
  • Investments for your short and long-term goals
  • Savings and retirement income
  • Charitable giving options

Contact Me

Contact me today for a free financial review!

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