Welcome to Lionheart Financial Planning, Inc. / Lionheart Financial Planning

Financial Planning for government and military personnel.

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Why choose us

Services Provided

Provides financial planning and asset management services to federal, state, and local government employees and active duty and retired military personnel.

Client Centered

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that is designed to address your individual situation.

Personalized Attention

No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up.

How We Work

Our firm specializes in helping individuals and families develop sound financial planning strategies. We educate our clients about financial concepts and products and take the mystery out of investing, retirement planning, and preserving wealth.

Our core services

Services Provided

Lionheart Financial Planning, Inc. is a fee-only Registered Investment Advisory firm providing financial planning and portfolio management services to residents of Virginia and Maryland. Social media is finally spreading the news of the importance that your Financial Planner be a fiduciary; We have always been and will always be a fiduciary. At Lionheart Financial Planning, Inc., we have our priorities in order – you are our priority. We are especially proud to be a firm specializing in the financial needs of those employed by Federal, State and Local Government agencies in Virginia and Maryland.

Financial Planning

We provide financial planning services including retirement plans, 401(k) and 403(b) planning, profit sharing plans, small business retirement plans, tax planning, college plans, estate plans, and money purchase plans. Our strategies are designed to help individuals and businesses build, protect, and grow long-term wealth.

Investments

Investments include bonds, common stock, Educational IRAs, Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, brokerage accounts, Treasury bills, government securities, and Treasury notes.

Insurance Planning

Helping you with planning for disability income insurance, life insurance, and long-term care insurance.

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Lionheart Financial Planning, Inc. / Lionheart Financial Planning

Email: [email protected]

Lionheart Financial Planning, Inc. / Lionheart Financial Planning