Lisa Cassidy founded Allegiant Financial Services Group on a simple but powerful belief—that financial planning should feel like a partnership, not a transaction. She chose to build an independent firm because she believes financial advice should always be centered on people, not products, allowing her to focus on what's truly in her clients' best interests.
Because no two lives look alike, Lisa takes the time to understand your full picture: your goals, your concerns, your family, and the moments—expected and unexpected—that shape where you're headed. Every recommendation begins with listening, so your financial plan reflects what's most important to you.
What sets Lisa apart goes beyond credentials. It's the way she shows up. She and her Summit Team are committed to building lasting relationships where trust is earned through consistent, transparent, and genuinely personalized guidance—not promised with a brochure and forgotten after the second meeting.
Series 65 Securities License - Life & Health Licensed - Long Term Care Licensed
Anchor your financial journey with our summit team of independent professionals to help you navigate complex terrains while pursuing your goals with confidence and clarity.
Helping federal employees understand maximize their benefits and plan with confidence.
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Specializing in advanced planning strategies to help protect your financial future.
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Dedicated to providing exceptional service and ensuring every client feels supported.
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Helps navigate the tax side of retirement and business, working to reduce unnecessary taxes.
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Works alongside your financial team to help protect your legacy, ensuring your estate plan reflects your wishes.
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Makes Medicare simple by helping clients understand their options and avoid costly mistakes.
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