Our Services
At Lionshare Investments LLC , we provide professional consultation in the following areas:
Investments
- 401K Rollovers
- Traditional IRAs
- ROTH IRAs
- Fixed Annuities
- Equity-Indexed Annuities
- SEP IRAs
- SIMPLE IRAs
Financial Consulting
- Retirement Income Planning
- Pension-Maximization
- Tax-Reduction Strategies
- 401K & 403B Planning
- Estate Planning
- Business Continuity Planning
- Trust & Wealth-Transfer Solutions
- Buy-Sell Agreements
- Family Budgeting
- Charitable Gifting
Insurance Services
- Personal Life Insurance
- COLA w/Executive Plans
- Term & Permanent Life Insurance
- Disability Income Insurance Plans
- Medicare-Supplement | Adv. Insurance Plans
- Long Term Care Insurance
- Health Insurance Plans
- Dental, Vision, & RX Plans
- Social Security Planning
- Estate Executor Services
- Cancer Insurance Plans