Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

Investment advisory services offered by Signal Advisors Wealth, LLC (“Signal Wealth”), a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration with the SEC does not imply a certain level of skill or training. Insurance products and services are offered through Lionhead Financial Planning. Signal Wealth does not offer insurance products. Tax advisory services provided through Paul Buckle CPA, PC. Neither Lionhead Financial Planning nor Paul Buckle CPA, PC is affiliated with Signal Wealth.

Investing involves risk, including the potential loss of principal, that clients should be prepared to bear. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not indicative of future results. The information on this website is for informational purposes only. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy any security, investment advisory or insurance product. You should consult with your independent investment, legal and/or tax professionals with respect to your individual financial situation and investment needs before considering any investment or course of investments.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Lionhead Financial Planning is not affiliated with or endorsed by the U.S. Government or any governmental agency.

The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. Always make financial decisions on the basis of your own due diligence. The logo and/or service mark is the property of their respective owners and no endorsement of Paul Buckle or Lionhead Financial Planning is stated or implied. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm or this presentation.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.