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Lisa Lynn
CFP®, MBA
Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
 |  |  The economic stimulus package
The American Recovery and Reinvestment Act of 2009 is now law. Explore the key provisions that could impact your personal finances.
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 | | (970) 223-4400 lisa.m.lynn@ampf.com
I provide sound financial advice to help my clients achieve financial independence. My clients appreciate a thorough, honest approach to managing their hard-earned money. Working together, we can develop a realistic, effective financial plan to help you feel secure, informed and in control on the road to financial freedom.
Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.
Areas of Focus
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Saving for Education
- Asset Allocation
- General Financial Planning
- Women's Financial Strategies
- Investment Advice
- Small Business
| Community Service & Personal Interests
- Wellington Colorado, Chamber of Commerce Board Member
- March of Dimes, Walk Participant, Loveland, CO
- MS Walk, Walk Participant, Fort Collins, CO
| Office Hours- Monday: 9:00 a.m. - 5:00 p.m.
- Tuesday: 9:00 a.m. - 5:00 p.m.
- Wednesday: 9:00 a.m. - 5:00 p.m.
- Thursday: 9:00 a.m. - 5:00 p.m.
- Friday: Closed
- Saturday: Closed
- Sunday: Closed
The Team
Erin Thomas Assistant
with the practice of Lisa Lynn Erin.M.Thomas@AMPF.com
2627 Redwing Rd Ste 105 Fort Collins, CO 80526
970-223-4400 970-223-0283
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I am licensed and registered to conduct business in
CO.
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Based on licenses and registrations I hold, I may also conduct certain business in
OR, WY
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.