"We bring the blue-blood of Wall Street to Main Street"

Lionheart Financial has been providing financial and investment advice for over 17 years to clients nationwide.  Lionheart Financial 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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Join the Millionaire Club

The burden of funding retirement now rests squarely on the shoulders of workers, many of whom are finding that they may need much more than $1 million to provide a comfortable retirement lifestyle.

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Oil's Above-Ground Problems

It used to be that the main concern about oil was finding enough of it in the ground to meet world demand. Despite dire predictions to the contrary, most experts believe that there is still plenty of oil in the ground. Why then has the price of oil doubled since 2004?

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumers rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

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