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About Us
Meet Lisa Perteete - Your Financial Educator
Lisa Perteete, founder of Lohanee Wealth Management, is dedicated to helping families grow and protect their wealth through education and smart financial strategies. With a focus on insurance-based solutions, retirement planning and estate planning , Lisa empowers clients to make informed decisions for their financial future.
Mission Statement
Our mission is to educate, empower, and equip individuals, families and businesses with the tools they need to build a strong financial foundation, protect their income and create lasting wealth for future generations!