Our Services

Our goal at Lion's Share Financial of East Cobb is to design, implement and service customized financial strategies to help our clients meet their needs to plan for a secure retirement. We serve individuals and businesses in all areas of financial management, including:

• Retirement Planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. 

• Education Funding
Recommending investment and accumulation strategies to help you pay for your children’s education.  

• Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

• Estate Planning
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. We also employ an in-house attorney to assist with tax and estate planning issues.

• Risk Management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. 

Life today is so different than it was yesterday. Lack of job security, dwindling pension plans and a strained Social Security system have added retirement to our long list of financial worries. Even dual-income families find it difficult to meet present needs, much less save for future ones. Now more than ever, it's crucial that we learn the fundamentals of money management that will help us prosper in the long run.

With changing economic conditions and market swings, we advocate investing sensibly over the long haul and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.

Quality blended with excellent service is the foundation for a successful relationship.  Our goal is to offer excellent service so that we will see all of your family's goals and dreams come true.