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Wealth Management

Time is money, and managing your wealth can be overwhelming. Lionheart Financial Planning, Inc. will protect and grow your assets so you can focus on enjoying them.

Retirement Planning

Planning for retirement can seem daunting. Lionheart Financial Planning, Inc. can put together a plan to get you on the right road to a comfortable retirement

College Planning

Rising education costs require a forward-thinking plan. Lionheart Financial Planning, Inc. can help you prepare for one of life’s biggest investments.

Tax Planning

Let us handle the details. We’ll help manage your affairs so tax season doesn’t seem so daunting.

 
 
 
 

Independent, Individualized, Fee-only

Lionheart Financial Planning, Inc. is a fee-only Registered Investment Advisory firm providing comprehensive financial planning and portfolio management services to residents of Virginia and Maryland.  Social media is finally spreading the news of the importance that your Financial Planner be a fiduciary; We have always been and will always be a fiduciary.  At Lionheart Financial Planning, Inc., we have our priorities in order – you are our priority. We are especially proud to be a firm specializing in the financial needs of those employed by Federal, State and Local Government agencies in Virginia and Maryland.

Whether you need assistance planning for retirement, taxes, education, investing, or with budgeting Lionheart Financial Planning, Inc. is available to assist you with your financial needs. 

Contact Lionheart Financial Planning, Inc. today at 540-907-2720 for a no cost, no obligation "Get Acquainted" meeting and begin your financial planning process now!

 

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We Offer Personalized Plans to Match Your Needs

One-size fits all policies are best left to vacation bike helmets. At Lionheart Financial Planning, Inc. we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

 

Individuals & Families

Whether you’re a party of one or six, Lionheart Financial Planning, Inc. customizes your investment strategies to fit your current needs and future goals.

 

Business Owners

We believe small businesses are the backbone of America. At Lionheart Financial Planning, Inc. we do our utmost to help your business thrive.