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ABOUT US
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Our Agency
Is Committed to Serving You !
The Lionshield Agency, LLC is a full-service independent insurance agency that specializes in Life Insurance, Final Expense (Funeral, Burial and Cremation Insurance), Fixed Annuities and Debt Elimination.
Since 2004, we have provided personalized insurance solutions for individuals, families and businesses through our large network of top rated insurance carriers.
Over the years, we have found that many people are not prepared for the financial curveballs that life can throw at them without warning. So we help people understand how Life Insurance can protect families and individuals from financial devastation, and be used as a wealth building vehicle to supplement retirement income and provide financial security.
We also believe that taxes and debt are two of the biggest roadblocks to wealth accumulation and spendable income that Americans face today. In fact, the average American is losing about 35% of their income to paying off debt. That's 35% that they could be using to save for retirement, pay for a vacation (or other major purchase), or build generational wealth for their families. So to solve these problems, we employ specialized tools and strategies that help people reduce taxes, increase their spendable income, eliminate debt - and remain debt free for life.
Our Mission in life is to help you "Protect What Matters Most" in your life by providing education, tools, products and services that lead to financial wellness. We want our Clients to sleep well at night and have the peace-of-mind that comes from knowing that their financial future is secure, and that everything and everyone that matters to them -
is properly protected.
WHY CHOOSE US ?
With nearly 20 years of experience, we have the knowledge, expertise, and commitment to provide our Clients with the service they expect, the results they desire, and the future they have envisioned for themselves and their families.
Our advice is always free and we are licensed in multiple states.
Call us today to learn about long and short term strategies that will help you realize your financial goals.
Protecting Lives.
Securing Futures.
We have many years of experience helping Clients prepare for the unknown while meeting their financial goals. Ask us how Life Insurance can be used to protect you, your children, and your children's children for generations to come.
Our Services include:
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Life Insurance
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Final Expense
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Living Benefits
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Debt Elimination
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Mortgage Protection
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Education Funding
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Annuities
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401K Rollovers
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Small Business Programs
As an independent agency, we have access to a variety of different carriers and products, so we are well equipped to find the right solutions for your needs.
Our Approach
Our approach is to execute a simple but comprehensive 8-step process that will enable us to develop a plan that will reflect your current financial situation, address the issues that are important to you, and position you to be able to tackle life’s curve balls when they occur so that you don’t needlessly suffer financial losses that could have been avoided. When working with us, you can count on unbiased recommendations and impartial guidance based solely on your needs and goals. We use proven financial strategies designed to put you, your family, and/or your business in a better financial position in the future.
Our 8-Step Comprehensive Process
1. Listen
Our first step is to learn about you, your goals, values, and unique life situation. We listen carefully in order to discover what it means for you to live a fulfilling life. We will spend the time to prioritize your financial goals and focus on what is most important to you. Once we understand your unique life goals, we will work together to gain a complete picture of your financial life, seeking to make sure that we are on the same page and ready to move forward.
2. Gather
We will work together to collect all of your financial information. This will help us develop an accurate financial plan.
3. Review
We will review your financial information and confirm our understanding of your financial picture.
4. Develop
We will research financial options and develop your financial plan in order to pursue your goals and dreams.
5. Present
We will present your financial plan and implement strategies accordingly.
6. Educate
We will educate you on sound financial principles, and take the time to explain to you all of your financial options. Together, we can then confirm our strategy to pursue your goals.
7. Implement
After being educated about your plan, you are now ready to implement its recommendations.
8. Monitor
Because your life is dynamic and always changing, your financial plan may need to change too. We meet with you on a regular basis to help you remain on track and adapt your plan to overcome new challenges as they arise so you can confidently manage your goals and live a fulfilling life. We also offer a wealth management portal to support, track and monitor your progress.
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