Lionheart Financial Group
Life Insurance, Annuities & Retirement Planning. Strength to protect.
Insurance, annuities, and retirement planning built around your family, your income, and your goals — so the wealth you've built lasts the lifetime you retire into.
Protection First
Coverage that protects your income, family, and legacy before anything else.
Independent Advice
Recommendations built around your goals, not a single company's product.
Life Stage Planning
Guidance for every chapter — kids' college, retirement, and the life changes in between.
What We Do
Comprehensive Financial Protection & Planning
Life Insurance
3 services
Income replacement, legacy protection, and final costs — structured around your family, your income, and your goals.
Explore Life InsuranceAnnuities
3 services
Guaranteed, growth-oriented, and market-linked options that protect your principal and create income you cannot outlive.
Explore AnnuitiesRetirement Planning
5 services
From your first 401(k) rollover to a tax-efficient distribution strategy, we design retirement plans that stay on track.
Explore Retirement PlanningProtection & Estate Planning
4 services
Long-term care, living trusts, estate structures, and debt strategies that protect assets and the people who inherit them.
Explore Protection & Estate PlanningHow We Work
A Clear Path From Consultation to Confidence
Complimentary Consultation
We listen to your goals, family situation, and the concerns keeping you up at night.
Written Plan
You receive a written strategy covering protection, growth, and distribution.
Implementation
We put the right policies and accounts in place with the carriers that fit.
Ongoing Review
We revisit the plan annually and adjust as your life and the markets change.
Meet Your Advisor
I Built This Around My Own Family First
I'm a husband and a parent. Before I ever advised a client, I sat at my own kitchen table and asked what would happen to the people I love if I weren't there. I didn't like leaving that to chance, so I learned how to answer it properly — and that's what I do for families now. My standard is simple: I only recommend what I'd want for my own wife and children.
Read My StoryNow Recruiting
Join My Team
I'm building a small, serious team of advisors — licensed agents, career changers, and people who want flexible part-time income. Mentorship, training, and licensing guidance included.
See What It's LikeWork beside Tony, not a call center
One-on-one mentorship from your first conversation.
Training and licensing guidance
Not licensed yet? I'll show you the path before you spend a dollar.
Flexible hours, real clients
Full-time or part-time, in person across Southern California or remote.
Start Today
Get Your Free, No Obligation Consultation
Tell us a little about your situation and a Lionheart advisor will reach out within one business day. There's no cost and no pressure — just a clear picture of your options.
- Licensed, independent guidance
- Plans tailored to your goals and budget
- Your information stays private