Money cannot buy happiness. Happiness comes from achieving your goals, be they financial or otherwise. As a financial advisor, I use money as a tool to help my clients accomplish their goals. Everyone has goals and I want to know what yours are. I want to partner with you as my client to help you achieve these goals.
Principal | Lisa McClelland Lisa McClelland MBA, CLTC
Financial Representative, Principal Securities Registered Representative, Financial Advisor 2355 E Camelback Road Suite 501
Founded in 2011, The Valhalla Group is a financial planning company that focuses on transparency and clarity. Whether it's individuals, couples, families, or situations. We work hand in hand with our clients to find and implement the most logical investment strategies for their specific needs.
Our team is dedicated to educating clients about finances and giving them exceptional customer service. We aim to eliminate the confusion regarding retirement, wealth management, and social security planning so they can confidently protect their legacy.
