How does the advisor help clients – Key Takeaways:
LIONHEART FINANCIAL PLANNING, INC. is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With a team of experienced financial experts and a wide range of financial services, LIONHEART FINANCIAL PLANNING, INC. is committed to providing personalized and comprehensive financial planning solutions for each client’s unique needs.
Facts and Insights
Founded in 2005, LIONHEART FINANCIAL PLANNING, INC. has been providing top-notch financial advisory services for over 15 years. The firm has grown significantly, now managing over $500 million in assets for its clients.
LIONHEART FINANCIAL PLANNING, INC. is proud to have a team of over 15 experienced financial advisors, each with a diverse background and specialized expertise to serve clients in various financial areas. This enables the firm to offer a wide range of financial services and solutions to meet the specific goals and needs of each client.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Year Established | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $500 | 15 |
Financial Services Offered
LIONHEART FINANCIAL PLANNING, INC. offers a comprehensive range of financial services to its clients, including:
- Financial planning and analysis
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
LIONHEART FINANCIAL PLANNING, INC. serves a diverse range of clients, including individuals, families, small business owners, and high net worth individuals. The firm is committed to providing personalized solutions for each client, regardless of their financial situation or goals.
Fees & Compensation
LIONHEART FINANCIAL PLANNING, INC. believes in transparent and fair fee structures for its clients. The firm charges a fee based on a percentage of assets under management, ensuring that the firm’s interests are aligned with those of the clients. Clients can also choose to pay an hourly or flat fee for financial planning services.
Background
The team at LIONHEART FINANCIAL PLANNING, INC. is made up of experienced financial advisors who are dedicated to helping clients achieve their financial goals. Each advisor holds relevant qualifications and is registered with regulatory bodies ensuring that clients receive the highest standard of financial advice.
Financial Advisor Disclosures to Know
LIONHEART FINANCIAL PLANNING, INC. operates with the utmost integrity and transparency and is dedicated to providing clients with all the necessary information before making any investment decisions. Clients can access important disclosures, such as the firm’s form ADV, on the firm’s website or by requesting it directly from their advisor.