Lionheart Wealth Management Information

Lionheart Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media. What you can expect when you work with us The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. When you work with us, you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress, and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Areas of focus: Investment Management Tax Planning Strategies Retirement Income Strategies Executive Compensation and Benefit Strategies Estate Planning Strategies Wealth Preservation Strategies Retirement Planning Strategies Social Security Retirement Benefits Insurance Cash Flow Management Strategies