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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Lease Payment

How much would your monthly lease payment be?

Disability Income Insurance

How much Disability Income Insurance do you need?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

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