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Lila Day, Financial Advisor

Focus Areas

  • Wealth strategies
  • Special needs financial considerations
  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Divorce finances

About Lila

I have two big questions I ask my clients: What do you want to do in retirement, and will you be able to afford it? Surprisingly, many haven't thought about the first question and haven't planned for the second. So, we do it together.

It's not just about having a plan. It's also about having someone you trust by your side, knowing I'll be here for the long haul and will have your back. Whatever you want retirement to look like – travel, time with grandkids, a hobby turned business – we can build a financial plan that heads you in...

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Office Information

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My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

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