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Lisa Murray 

1214 State Road 229 Suite B
Batesville, IN 47006
Phone:
  • (812)932-0765
Fax:
  • (812)932-0767

GUIDED WEALTH PORTFOLIOS

With our digital advice platform, you get access to a Sentinel Wealth Strategies, as well as a personalized portal where you can view and track your investment accounts. See how our tool, Guided Wealth Portfolios, can help you work toward your goals today.

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Contact Us

Please feel free to contact us with any questions.

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Understanding Today’s Financial Environment

Welcome, I’m Lisa Murray, a financial  professional in Batesville, Indiana.  Individuals face unique challenges as they prepare for retirement. Take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, the personalized services offered, focuses on your needs, wants, and financial goals and objectives. 

With years of experience in financial services, I can help you address your needs of today and for many years to come. Looking forward to working with you through all stages of your life, please call (812) 932-0765.

 

A Dave Ramsey SmartVestor Pro for Indiana

 

*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of  Sentinel Wealth Strategies or LPL Financial.