Lion's Share Senior Services

Planning for a happy and healthy retirement goes beyond just saving and investing;

Lion’s Share Senior Services

Planning for a happy and healthy retirement goes beyond just saving and investing; it requires you to navigate a progressively complex landscape and make informed decisions along the way. One of the most critical decisions you need to make is how you will pay for health care once you’ve left the workforce. If you have already left the workforce is how will you continue to pay for health care.

According to the U.S. Centers for Medicare and Medicaid Services, the U.S. spends approximately $3.5 trillion a year on health care, or nearly $11,000 per person. Overall spending rose 4.6% in 2017, faster than the pace of inflation or wage growth. As spending rises, patients are also shouldering a larger share of treatment costs—driving up out-of-pocket expenses. The elderly, who require the most care, often bear the brunt of the costs.

The cost of healthcare is a common concern for most Americans. Health care costs are the #1 financial concern for people in their 50s and 60s. A combination of quickly rising health insurance costs and the potential for increased medical needs as you age can make planning for healthcare in retirement complex, unpredictable, and therefore, worrisome.


Why Choose a Lion’s Share Advisor

Both the financial system and the healthcare system are unnecessarily complex and hard to understand. But if you want to keep your family and yourself healthy and financially secure, dealing with them is a necessary task.

A Lion’s Share financial advisor has a powerful tool that no other wealth management or financial advisor has which is the Lion’s Share Quadrant System. It can show you what retirement will be for you and your family, cash flow, and much more. Your advisor can help you save enough for projected medical expenses and assess your needs for long-term care coverage. If you are already retired a Lion’s Share financial advisor can utilize the Quadrant System to put you in a better position to mitigate medical costs.




Your wealth management plans should determine what insurance coverage is right for you. At Lion’s Share our goal is to align your coverage.

We help you prepare for retirement your way, whether that means spending time traveling the world or spending time with your grandchildren.

A long-term care insurance policy can help cover the costs associated with long-term care.


Asset Allocation Analysis

Having an asset allocation done by a Lion’s Share advisor is one of the most important factors that can help determine the rate of return on your investments. It is an investment strategy that uses the following three things to determine how much of your money should be in cash, bonds and stocks.

Identify Potential Retirement Income Sources

Before you retire, you need to establish a retirement plan that will provide an adequate income stream and sustainable portfolio withdrawals for up to 25 or 30 years. A Lion’s Share advisor can help you identify all your retirement resources, including Social Security, benefits, and estimate how long your retirement assets will last based on your budget, timeline and other assumptions.

Eliminate Financial Risk

Lion’s Share capital management advisors have understanding of financial uncertainties. They have expertise in the field of taking critical financial decisions for you, should the need arise. Our advisors can help you manage your finances during the roughest market conditions, which can often lead to stress. Your advisor takes all your financial considerations in account while helping you achieve your goals.