Lionhead Financial has been featured in Kiplinger, highlighting their trusted insights and expertise in wealth management. They’ve also appeared in television segments on WLOS, where they share practical financial strategies with a broader audience.
Kiplinger articles
When Estate Plans Don't Include Tax Plans, All Bets Are Off: 2 Financial Advisers Explain Why
By Paul Buckle, CPA, CFP®,
Paul Kisielewski, Investment Adviser Representative
Estate plans aren't as effective as they can be if tax plans are considered separately. Here's what you stand to gain when the two strategies are aligned.
WLOS Video Segments
Coordinated Withdrawal Strategies & Taxes in Retirement
Do you have a retirement plan in place? Paul Buckle CPA, CFP® and Paul Kisielewski CFP® discuss coordinated withdrawal strategies, taxes in retirement, and the importance of comprehensive retirement planning throughout retirement.
Turning Retirement Savings into a Reliable Income Strategy
In this Spotlight Carolina interview, Paul Kisielewski, CFP®, and Paul Buckle CPA, CFP® at Lionhead Financial Planning talk about how retirees navigate the transition from accumulating wealth to creating reliable retirement income while managing taxes, investments, and estate planning goals. Contact us to learn more about how to transition your plan into a comprehensive retirement plan.
Ready to take control of your financial future?
Contact us to schedule a visit and learn how we can help you reach your goals with a customized financial plan. Let us help you navigate the complexities of your financial world, so you can focus on what matters most.