Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

Retirement Assurance Review Process

At Lionhead Financial Planning, we help clients pursue their financial objectives using our Retirement Assurance Review Process. The Retirement Assurance Review Process focuses on four strategical financial planning areas — exploration, analysis, implementation and monitoring — and helps identify efficiencies through a tax advisory service that capitalizes on founder Paul Buckle’s skills and experience, including his designation as a Certified Public Accountant.

  • 1
    1. Exploration
  • 2
    2. Analysis
  • 3
    3. Implementation
  • 4
    4. Monitoring

Does Your Portfolio Have Too Much Risk Or not enough?

AEWM and Riskalyze are not affiliated companies. AEWM cannot guarantee the accuracy or completeness of the Riskalyze software or outputs. Riskalyze is intended to be used as a tool in designing a financial portfolio.

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:

retirement-income

Retirement Income Strategies

wealth-management

Wealth Management

annuities

Annuities

tax-efficient

Tax Advisory Services

ira-401k-rollovers

IRA/401(k) Rollovers

charity

Charitable Giving

asset-protection

Asset Protection Strategies

life-insurance

Life Insurance

investments

Investments

long-term-care

Long-Term Care Strategies

ira-legacy

IRA Legacy Planning

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.

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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.

Or give us a call at 877.465.0977.