Lionheart Financial Planning, Inc.

Lionheart Financial Planning, Inc. is a financial planner in Stafford, Virginia. This fee-only Registered Investment Advisory firm provides financial planning and portfolio management services to residents of Virginia and Maryland, with a particular specialty in addressing the financial needs of those employed by federal, state, and local government agencies.

The firm operates as a fiduciary, focusing on building long-term relationships through open and honest communication. Their approach involves understanding a client's personal situation, dreams, goals, and risk tolerance to develop tailored strategies. Services include wealth management, retirement planning, college planning, tax planning, and estate strategies. The team offers expertise in various investment vehicles, such as IRAs, brokerage accounts, and government securities, as well as insurance planning for disability, life, and long-term care. They utilize a proactive, team-based method to help clients navigate complex financial landscapes, emphasizing education to help individuals grasp personal finance concepts.

Located on Water Way, the office is situated approximately 2.3 miles from Mountain View High School and about 2.2 miles from Potomac Creek.

The business maintains well-documented information online and features a well-optimized website that is easily read by search engines.

Lionheart Financial Planning, Inc. provides dedicated, client-centered financial expertise to the Stafford community and surrounding regions.