Lisa Ward

Lisa Ward is the founder of Plumb Financial, an independent financial planning firm based in Arlington, TX.

Plumb Financial focuses on personalized long-term financial plans tied to life milestones such as growing a family, buying a home, preparing for retirement, building wealth, generating…

Lisa Ward is the founder of Plumb Financial, an independent financial planning firm based in Arlington, TX. The source materials describe her as an MBA and CFP® professional who started the firm to offer a more personalized approach to planning and to help clients make informed financial decisions.

Plumb Financial focuses on personalized long-term financial plans tied to life milestones such as growing a family, buying a home, preparing for retirement, building wealth, generating income, or planning a legacy. The firm’s listed planning areas include investment management, tax planning, debt management, cashflow analysis, retirement savings, insurance planning, and income planning.

For insurance directory purposes, the profile facts identify Lisa Ward with individual health insurance services in Texas, with Health listed as the insurance product and line of authority. The profile also indicates an independent agency model and work with multiple carriers.