Lions Assurance FinancialCertificate of Excellence 2019
New York, NY, USAElite Pro (1 Review)
We are an independent, non-captive, fee-based wealth management advisory & solutions support firm, with the focus on preparing customized wealth management solutions to better serve each of our clients’ unique needs and wants. We focus on Risk Management, Business Advisory, & capital Markets providing the following financial advisory services:
Business succession plans
Key-person protection plans
Executive benefit plans
Employee benefit plans
Financial & estate plans
Asset & wealth management plans
Retirement income plans
Lions Assurance Financial
What inspired you to start your own business?
We have a great passion on setting business path for our clients.
Why should our clients choose you?
Lions Assurance Financial provides independent, non-captive, fee-based wealth management advisory, which seperates us from traditional consulting and insurance firms. This frees us to focus on preparing customized wealth management solutions to better serve each of our clients’ unique needs.
Business Planning, Strategy & Execution
We study our clients deeply before suggesting any plan, because we have to ensure that we have all the variables in check. Once we have a plan, we work with our clients on creating a strategy. Many people think strategy and plan are the same but Consulting WordPress Theme knows better. We know that plan is what we try to achieve and strategy is how we are going to achieve it. We also ensure that the whole team is included in the process and that no one is left out during the turnaround. We help ease these issues through fantastic financial projections and a realistic view of what can be accomplished. Creating a list of potential qualified prospects for your service or product can be daunting when you’re beginning your business.
As an independent, non-captive, fee-based wealth management services firm: We’re free to pinpoint your business’ unique needs and wants (without some ulterior commission-sales motive in mind), pick ingredients uniquely right for your business, and prepare recipes which better serve your unique business + personal requirements – and not just dish out servings of same-old ‘choices.’
Your Deferred Compensation recipe should be thoroughly reviewed and remade (if necessary) to better serve your unique situation within the current overall changed reality. That’s the difference we bring to your table.
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