For You. For Your Family. For Your Legacy.
Our team of experienced professionals can help you with the largest financial decisions of your life.
RETIREMENT PLANNING
LIFE INSURANCE
HEALTH INSURANCE
We offer products and services in these areas to help you achieve your financial planning goals:
-Annuities
-IRA
-Roth IRA
-SEP IRA
-401(k) Rollover
-Social Security Planning
-Wealth Management
-Medicare
-Medicare Supplement
-Individual Health Plan
-Pennie Plans
-Group Health Plans
-Long-Term Care
-Disability Income
-Dental/Vision
-Term Life Insurance
-Whole Life Insurance
-Universal Life Insurance
-Indexed Universal Life Insurance
-Single Premium Life Insurance
-Mortgage Protection Insurance
-Buy/Sell Agreement Funding
-Final Expense
OUR PROCESS The Lion’s SHARE Retirement Process
Pursue your personal goals with courage and passion. Create and preserve a legacy for your family.
S - STORY
We can’t wait to hear your story! We’re a family business, and we want to know about you and your family, too. That includes sharing where you come from and where you want to go. We provide in-home visits so you can meet with us and talk where you feel most comfortable.
H - HEALTH
Health is always part of your financial life, including retirement. We can help you address the cost of care now and long term — including Pennie, Pennsylvania’s state-based health insurance marketplace. We’re a Pennie-certified broker, and we are ready to help you find your best options.
A - ANALYSIS
A thorough and comprehensive approach to financial planning that includes reviewing everything you have, — from budgets and assets to insurance and legacy planning — helping ensure all aspects of your financial life are addressed and integrated.
R - RISK
Wealth management is key to using and preserving your active resources. Just as important is your risk tolerance and where you feel comfortable with your money positions.
E - EXPLORATION
When we implement your plan, we want you to embrace the retirement lifestyle you’ve worked hard to achieve! We’ll review your financial strategy periodically and make adjustments when major life events happen.