Lisa Cassidy

About Lisa Cassidy

Lisa Cassidy is known for educating and supporting clients as they develop an understanding of strategies that preserve retirement money and create income in both rising and falling markets. With a passion for listening, she is quickly attuned to the challenges clients face in retirement guiding and helping them to make decisions that ensure they will have lifetime income. Websites: |

Office: (303) 665-8863 | Cell: (303) 981-3375 | America’s Financial Solutions Group, LLC

It’s Official A Pandemic Is Upon Us

“The truth is that even our politicians do not understand the exponential infection rate of COVID-19. Hubei province went from 44 confirmed cases on January 23 to 4,903 cases (11X) that number a week later. Another week later, they were at 22,112 (4X). Italy, Iran, and South Korea have seen the same insane infection growth.”- [...]

By |2020-04-17T17:58:05+00:00March 12th, 2020|Uncategorized|

Cost Segregation

What is a cost segregation study, and how can it benefit real estate investors?   Recent tax changes contained in the Tax Cuts and Jobs Act of 2017 have boosted the appeal of cost segregation studies for even middle-class real estate investors. Long leveraged by seasoned commercial real estate investors, cost segregation studies allow taxpayers [...]

By |2020-04-13T19:52:11+00:00August 5th, 2019|Real Estate|

Living Too Long Is Never A Problem Until It Is

What happens when your money dies before you? What are your options? When it comes to living a long life, most of us are of two minds. Part of us loves the idea of growing old with grace, traveling into our 90’s, playing with our great-grandkids (perhaps even our great-great-grandkids!) and being known as the [...]

By |2020-04-17T18:06:55+00:00January 24th, 2019|Annuities, Retirement Planning|

Protect Yourself From Bank Worst Practices

How safe is YOUR wallet? Are you protecting yourself from the banks’ “worst practices?” So widespread and commonplace is 21st-century banking fraud that recent money laundering allegations leveled against Danske Bank Estonia (over $234 BILLION and counting) scarcely register as newsworthy. “Another day… another rip-off. Ho-hum” But I think we all need to start paying [...]

By |2020-04-16T19:38:32+00:00December 15th, 2018|Annuities, Retirement Planning|

Five Reasons Women Should Consider Annuities For Retirement

5 reasons women should consider using annuities to create more prosperous, less stressful retirements If you’re a woman in or near retirement, let me ask you this: “How do plan to take what you’ve so diligently saved and turn it into a lifetime stream of dependable, predictable, tax-advantaged income?” If you’re like many of us, [...]

By |2020-04-14T19:05:23+00:00November 2nd, 2018|Annuities, Retirement Planning|