Our Crown Your Retirement Process
Using our three-pronged “Crown Your Retirement” process, we’ll craft a custom financial plan to help you reign throughout life.
Exploration
We get to know each other, examining your goals, needs and situation as well as our philosophies and approaches, before making any official proclamations.
Planning
This is where we build a comprehensive strategy tailored to your life — one designed to help you rule over retirement by helping preserve your assets, minimizing risks, and growing your wealth
Action
This is the exciting moment when we implement your custom financial plan, allowing you to pursue your retirement dreams with the confidence of royalty.
Take Control of Your Future
Your life and your dreams are unique to you. Your financial strategy should be, too.
We can help you build a financial strategy that fits your lifestyle, using the following services:
We can also refer you to professionals who provide the following services:
Trusts
Probate
Estate Planning
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to grow your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions.
Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC.
Your Dreams Matter
At Lionhead Financial Planning, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.
Ready to take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
