About us

Guidance You Can Trust

At Lionhead Financial Planning, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals.

Lionhead Financial Planning

Meet OUr Team

Paul Buckle

Paul Buckle, CPA CFP®

Founder, CEO & Financial Advisor

Crystal Pace

Crystal Pace

Director Of Client Service

Paul Kisielewski

Paul Kisielewski

Financial Advisor

What Makes Us Different

We take pride in setting ourselves apart from conventional advisors.

Specialization in Retirement Planning

Our focus lies in retirement planning, dedicated to optimizing your financial situation both pre- and post-retirement.

Expertise in Tax Planning

Most advisors aren't willing or able to give tax advice. We incorporate careful tax minimization strategies into all aspects of our services.

Comprehensive Knowledge of Social Security

We have in-depth knowledge of how to maximize Social Security benefits, which are likely to be a critical part of the foundation of your retirement

Independence

As an independent firm, we have no affiliations with banks, brokerages, or insurance companies. This independence empowers us to provide unbiased and comprehensive advice, free from any external pressures.

Professional Credentials

In addition to substantial professional experience, Paul Buckle holds industry designations that are crucial for tax-efficient retirement planning and investment management:

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.