Lionheart Capital Management
Your Guide to the Future You Want
Don’t let a “financial salesman” craft your financial plan. At Lionheart Capital Management, you’ll work with a fiduciary who is legally obligated to put your interests first. We operate with a fee-only payment structure, meaning we never earn commissions on the investments we choose on your behalf. Find out why you should hire a financial advisor — and specifically our firm — by clicking here.
Why Lionheart Capital?
Expertise At Every Step
As you progress in your career, It’s common to wonder if you’re maximizing the tools and investment options at your disposal. I’ll review your financial situation with the goal of creating strategies designed to reduce taxes, optimize your investments, and make the most of the money you work hard to earn.
You have worked hard and saved for retirement all along, but what now? Once you’re 10 to 15 years from your target retirement age, I’ll create a tailored plan that aims to secure peak returns when you need them most.
Maybe you’ve built a business you can sell to retire, or perhaps you aren’t sure how to transition out of the workplace and into the life you’ve planned for. I can help you figure out some strategies to help you settle into retirement without overpaying on taxes or giving anything away.
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Retirement Planning Services
Financial Guidance for Every Goal
Let Us Do the Work
Even though we are a boutique financial advisory firm, we use well known platforms and tools like TD Ameritrade and Dimensional Fund Advisors to craft an investment plan that is unique to your goals. Through the ups and downs, we’ll monitor your portfolio and help you make favorable decisions for your future. No matter where life takes you, we’ll always be a phone call away.
Chris Struckhoff, MBA
Hello and Welcome!
I decided to become a financial advisor while helping a family friend navigate their transition to retirement. After overseeing the sale of their business and finding out their investment planner was trying to sell them complicated, overpriced investments to earn a huge commission, I knew there had to be a better way.
I have dedicated my career to helping families plan for the future, and I take pride in offering real world advice and comprehensive, easy to follow solutions that work.
My firm offers fee-only financial planning for a reason. I sleep well at night because I always put my client’s needs and goals before anything else.
Chris’ favorites & fun facts
US VIRGIN ISLANDS
THE INTELLIGENT INVESTOR
Favorite Camping Spot
MASTERS IN BUSINESS
Favorite TV Show
GAME OF THRONES
Financial Advice Shouldn’t Be Scary
Schedule a free consultation. We’ll go over your hopes, your dreams, and your current plans to reach your goals. If you decide I’m the right person to help, we’ll work together to create a custom program that will lead to the outcome you want. Stop wasting time and start planning for your future today.