Lisa Raye Hund, ChFC, CExP, MBA with Consolidated Planning

Lisa Raye Hund, ChFC, CExP, MBA with Consolidated Planning Helping Families and Business Owners Build, Protect and Maintain Greater Wealth and Understanding PAS is a wholly-owned subsidiary of Guardian.

We get people "Organized, Protected & Focused"

Lisa Raye Hund, specializes in financial optimization, risk management and flexible plan development. In working with a select group of industry specialists and having access to an advanced portfolio of products from some of the country’s largest financial institutions, she provides extraordinary leverage in the marketplace and in-depth level of pla

nning. This includes coordinating investment, business, insurance, real estate, and estate portfolios with their multiple strategies into one platform. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Drive; Suite 200; Charlotte, NC 28210, ph # 704-552-8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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The financial world has its own shorthand that can feel like alphabet soup. This guide helps explain common acronyms so ...
09/02/2026

The financial world has its own shorthand that can feel like alphabet soup. This guide helps explain common acronyms so you can be better equipped to navigate financial decisions.

The more financial terms you understand, the easier it can be to make smart financial decisions.

Giving thanks may also have a positive effect on finances. Find out how starting a gratitude practice can boost your hap...
08/31/2026

Giving thanks may also have a positive effect on finances. Find out how starting a gratitude practice can boost your happiness and your financial health

Gratitude may play a part in the relationship between mental and financial wellness

How much does it really cost to own a home? It may be more than you think. Read about the hidden costs of home ownership...
08/28/2026

How much does it really cost to own a home? It may be more than you think. Read about the hidden costs of home ownership.

How to factor a home purchase into your long-term financial strategy.

The sooner you begin investing, the longer your money can work for you.
08/26/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

10 tips that can head-off marriage money problems.
08/24/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
08/21/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
08/19/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
08/17/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Do you have a will? Is it updated?
08/14/2026

Do you have a will? Is it updated?

08/12/2026

A family-centered financial plan can help you:

✅ Prepare for college costs

✅ Plan for retirement (yours and your parents’)

✅ Protect loved ones with insurance

✅ Navigate estate planning and wealth transfer

Address

6115 Park South Drive; Suite 200
Charlotte, NC
28209

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