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Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Inquire with us today and see how we can help you.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Learn about what we do and our approach to help you save fast.

 

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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.

 

 

 

Our Services

See how we may serve you today

Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

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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Please feel free to contact us with any questions.

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Lisa Murray

Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions...

Latest Blog Posts

Easy Ways to Financial Health

Submitted by SENTINEL WEALTH STRATEGIES, LLC on September 6th, 2019

We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.

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Avoiding Retirement Woes

Submitted by SENTINEL WEALTH STRATEGIES, LLC on September 6th, 2019

How to Avoid Retirement Woes

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How to Protect Your Personal Data Online

Submitted by SENTINEL WEALTH STRATEGIES, LLC on September 6th, 2019

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter.

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Contact info

  •   1214 State Road 229 Suite B, Batesville, Indiana 47006
  •   (812) 932-0765
  •   lisa.murray@ss-wealth.com

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CO, FL, IN, KY, NC, NY, OH, TX

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