Lionshare Wealth Strategies, LLC

Lionshare Wealth Strategies, LLC Financial planning shouldn’t feel overwhelming. Ready to start the conversation? Call 713-930-1011 or visit calendly.com/betsyeiroa.

At Lionshare Wealth Strategies, LLC, we bring clarity and coordination to your financial life through comprehensive planning, guidance, strategies, and risk management. Lionshare Wealth Strategies, LLC

Financial Planning | Investments* | Retirement Planning | Life Insurance | Disability Insurance | Long-Term Care | Education | Estate & Legacy Planning

We help bring clarity and coordination to their financial lives through financial planning, investment guidance, retirement strategies, and risk management. Elizabeth “Betsy” Eiroa, CLTC, RICP, is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent, unaffiliated insurance companies in Texas, California ( #4184783), and Colorado. No insurance business may be conducted outside the state(s) referenced. Elizabeth Eiroa is also a Registered Representative offering securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency, and a Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Neither Lionshare Wealth Strategies, LLC, New York Life Insurance Company, NYLIFE Securities LLC, Eagle Strategies LLC, nor their agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making decisions. Lionshare Wealth Strategies, LLC is not owned or operated by New York Life Insurance Company, NYLIFE Securities LLC, Eagle Strategies LLC, or their affiliates. NYLIFE Securities LLC is a New York Life Company. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Registered Branch Address:
704 N Thompson St Ste 172
Conroe, TX 77301
713-930-1011

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strat...
09/18/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibilit...
09/16/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are ...
08/06/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

This Juneteenth, take time to honor history, celebrate progress and support one another.
06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

05/12/2026

Myth: “I don’t make enough money to need a financial roadmap.”

Reality: That’s EXACTLY when you need one.

The earlier you get organized, the easier everything becomes later.

You don’t need to be wealthy—you need a strategy.

05/05/2026

Be honest: What’s your biggest financial question right now?
- Investing?
- Retirement?
- Life insurance?
- “Am I behind?”

Drop it below or message me privately—I’ll point you in the right direction.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
04/27/2026

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

Address

704 N Thompson Street Ste 172
Conroe, TX
77301

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

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