Wealthcare Welcomes Lisa Liu
Lisa Liu is a financial advisor with Princeton Wealth Planning based in Hillsborough, New Jersey. With 20+ years of experience in the financial services industry, she provides comprehensive financial services and goals-driven wealth management to individuals, families, and small businesses. Additional services include retirement & estate planning, wealth management, asset preservation, and tax strategies.
She chose to affiliate with Wealthcare to gain access to the GDX360® process and the WealthcareGDX® (Goals-Driven eXperience) platform. Utilizing this platform, she can relinquish many administrative tasks to Wealthcare and fully dedicate herself to servicing her clients.
Through the GDX360 process, she can provide clients with a wealth of information from investment strategies to tax optimization. Wealthcare’s process synchronizes her client’s financial plans with their investments and calculates their Comfort Zone® based on their life goals. As the process monitors changes to her client’s plan based on life goals or market changes, Lisa can proactively provide clients with financial strategies that will keep them on track to reach their personal goals.
