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1290 Avenue of the Americas, 4th floor
New York, NY 10104
Phone:
  • 212-408-0017
Every day for an entire career, you wake up in the morning, ready yourself in the mirror, and dive h... Read More

Every day for an entire career, you wake up in the morning, ready yourself in the mirror, and dive headlong into the fray. You work extra hours, miss a family event or two, show up on those days when you are under the weather, and opt for the more frugal vacation package - all so you can diligently build that nest egg. Over the years, you learn and plan for how to get to retirement, but no one ever teaches you how to get through retirement.

You already earned your wage and forged your life, and now it's time to leverage the power of your own wise choices to enjoy your retirement with the independence and dignity you deserve. The financial planning professionals at Lionheart Wealth Management recognize your lifetime of accomplishments, and they are dedicated to ensuring that you're rewarded for them rather than allowing them to be overshadowed by the looming costs of aging in America.

At Lionheart Wealth Management, we want to put you into a position of envy. We want colleagues and acquaintances to approach you at parties and over dinner, unsubtly prying for information about how you can afford the retirement lifestyle you lead. We want your in-laws to come to you for advice about how you were and are able to so generously provide for your children. We want you to tell them with pride about the shrewd financial decisions you made with the help of Lionheart Wealth Management.

We want to help you take the helm of your own future. Lionheart is committed to offering you the opportunity to understand and manage your own assets at the level and degree that you desire. Through cooperative, informative discussion and analysis, Lionheart Financial Professionals will ensure that you have more than enough resources to build a formidable knowledge base for participating at your most comfortable level. Only after your advisor has a thorough understanding of your situation, your goals, and your comfortable level of control will the two of you launch a precise and intentional campaign to optimize your retirement plan.

The retirement planners at Lionheart are also well versed in structuring your financial means to meet your future goals regardless of your current station in life. They possess specialized, current knowledge on how to effectively combine and manage your existing assets through a number of specialized tools and options, including but not limited to:

  • Asset Allocation Strategies: Stocks, Bonds, Mutual Funds, Institutional & Managed Accounts
  • Risk Management: Family Protection Plans, Life Insurance, Disability Income Insurance & Long Term Care Insurance
  • Retirement Planning: Traditional & Roth IRA's, 401(k)'s, Annuities & Pension Plans
  • College Education Planning: 529 Plans, UGMA & UTMA Accounts
  • Business Planning: Employee Benefits, Health Insurance, Buy-Sell Agreements & Deferred Compensation Plans

Explore the opportunities and alternatives that Lionheart has to offer. Peruse the site and contact our agents. Today is the day for you to take control of your financial future, and the smart money does it with a touch of experience.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck