Lionhead Financial Planning News and Info

We help individuals and families pursue their ideal retirements.

Access Our Resources

Fill out the form below to get instant access to all of these resources, designed to help you build a retirement plan you can count on!

  • Hidden
  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
  • This field is for validation purposes and should be left unchanged.


Take Charge of Your Taxes


Should I Stay or Should I Go


Are You Paying Too Much


6 Secrets to a Happy Retirement


10-Step Layoff Survival Guide


2022 Tax Summary

Listen to what Paul has to say about Taxes in retirement on ABC13 News!

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Lionhead Financial Planning is stated or implied. The TV appearance on ABC is a paid placement.


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.