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Plan Fiercely.
Retire Boldly.

We provide tax-efficient retirement planning and investment management to help protect, grow, and reduce taxes on your wealth.

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Your Partner to Redefine your Financial Future

Your Partner to Redefine your Financial Future

At Lionhead Financial Planning, we understand that your financial goals are as unique as you are. That's why we believe in a personalized approach to financial planning, with a focus on Strategic Tax Planning. As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™, Paul Buckle founded Lionhead Financial Planning to empower individuals and families with the knowledge and strategies needed to navigate the complexities of tax-efficient retirement planning.

Why is Strategic Tax Planning so crucial for retirement? 

Because it's not just about how much you earn—it's about how much you keep. By working with a skilled financial planner who specializes in tax strategies, you can protect, grow, and reduce taxes on your wealth, ultimately maximizing your financial potential in retirement.

Maximize Your Financial Future with Our Proprietary Planning Process

Claiming the lion's share—the largest portion—of your wealth is essential to securing your financial future. That's why our proprietary retirement planning process focuses on five key areas, ensuring that every aspect of your retirement journey is carefully considered and optimized for maximum benefit.

Financial Planning with You in Mind

We ask questions, learn about your life, and thoroughly review your records to create a comprehensive plan to lessen your tax burden and manage your money while preparing for the future.

Check out our upcoming events & More

Live Event: June 13th, 2024
Will the 2024 Election Have a Big Impact on your Retirement?


Live Event: August 29th, 2024
Educational Event: Taxes, Social Security & Market Volatility

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Live Event: September 19th, 2024
Educational Event: Taxes in Retirement

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Are You Ready?
Take the First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Call