Lionheart Financial Ltd. has been providing financial and investment advice for over 17 years to clients nationwide.  Lionheart Financial Ltd. is an investment planning company that provides its clients with a diverse and personalized approach to their finances.

 We are committed to managing the investments, taxes and asset protection as determined by our client's goals and financial profile.

Our time is invested in researching reasonable solutions for our client's concerns.  As a result of that research, we have developed a number of business relationships with other professionals allowing us to bring unique programs to our clients.
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

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