Services

How We Work

Our firm specializes in helping individuals and families develop sound financial planning strategies. Please take time to explore our website and the wealth of information we offer. In addition to personalized, hands-on service we educate our clients about financial concepts and products and take the mystery out of investing, retirement planning and preserving wealth.

We understand the many financial challenges faced today and focus on financial planning strategies coupled with money management to help you achieve financial well-being.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Small Business Retirement Plans

Insurance Planning

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

lionheartfp@gmail.com | 540-907-2720