Lisa C. Wright, CFP®
3008 Dawn Drive
Suite 106
Georgetown, TX 78628
(512) 686-1689
http://www.wrightadvisors.com

lisa@wrightadvisors.com

Consider us your “financial advocates”. Through a six-phase process we evaluate your current financial condition (business and personal), identify the gaps that exist and determine priorities for focus. The result is a written, strategic plan with recommendations and step-by-step guidance for a simplified, cost-effective and tax-efficient implementation. Woodbury Financial Services, Member NASD/SPIC and Registered Investment Advisor.