Lionheart Financial LLC

Lionheart Financial LLC

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Insurance and Financial Solutions Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Add

07/22/2026

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

07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/44JpOY5
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

07/04/2026

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

06/25/2026

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions behind them isn't always comfortable.

But understanding what's out there is a lot easier than most people expect. We put together a really clear breakdown of the main policy types—what they are, how they differ, and what's worth considering depending on where you are in life:

https://nyl.co/3Soj92F

If it raises any questions or you'd like to talk through what makes sense for your situation, I'm here. Just send me a message.

06/19/2026

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

06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4vOhfH3

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

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Location

Address


420 Lexington Avenue, Fl 15th
New York, NY
10170