Lionheart Financial LLC

Lionheart Financial LLC

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Insurance and Financial Solutions Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Add

06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4vOhfH3

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

06/08/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

06/03/2026

Recent market moves suggest traditional correlations are breaking down. In response, investors may need to reconsider their reliance on traditional diversification strategies and rethink how they manage risk in portfolios. Learn more in this week's : https://bit.ly/4uamu2j

06/02/2026

A 529 plan offers a tax-advantaged way to prepare for future education costs—from college tuition and books to certain K–12 and vocational programs. Reach out to me today if you want to learn how to invest for a bright future! https://nyl.co/3Shcbw3

06/01/2026

In this week's , New York Life Investments' Global Market Strategy team’s latest research takes a more global, holistic look at sovereign debt sustainability – including how the deep and liquid capital markets in the United States help preserve structural demand for its assets, even as questions mount around investor preferences. Take a look: https://bit.ly/4u9tegS

06/01/2026

In this week's , New York Life Investments' Global Market Strategy team’s latest research takes a more global, holistic look at sovereign debt sustainability – including how the deep and liquid capital markets in the United States help preserve structural demand for its assets, even as questions mount around investor preferences. Take a look: https://bit.ly/3RJ0xtJ

What to Expect When Meeting with a Financial Advisor - NerdWallet 06/01/2026

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four red flags.

What to Expect When Meeting with a Financial Advisor - NerdWallet Expect​ a good advisor to spend most of the first meeting asking about your goals, risk tolerance, family, investments, charitable giving and ground rules.

06/01/2026
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420 Lexington Avenue, Fl 15th
New York, NY
10170