Lionheart Financial Planning, Inc.
About
Lionheart Financial Planning, Inc. is a fee-only Registered Investment Advisory firm providing financial planning and portfolio management services to residents of Virginia and Maryland for 18 years. We are especially proud to be a firm specializing in the financial needs of those employed by, or retired from, the Military, Federal, State and Local Government agencies. Whether you need assistance planning for retirement, taxes, education, investing, or with budgeting Lionheart Financial Planning, Inc. is available to assist you with your financial needs.
Richard S. Gardner, CFP®, RFC® enjoyed a rewarding 26 year career in law enforcement before pursuing a second career in financial planning. He received his B.S. in Finance from the University of Maryland Global Campus and is a graduate of the College for Financial Planning, CFP® Certification Education Program. Richard has also received the Registered Financial Consultant (RFC®) designation through the International Association of Registered Financial Consultants and is a member of the Central Virginia Chapter of the Financial Planning Association (FPA).
We are most passionate about helping people lead fulfilling lives through a plan that balances long term goals with near term desires.
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Frequently asked questions
What is your typical process for working with a new customer?
We start with a 15 minute, no fee, initial phone or Zoom consultation to discuss a person's desired goal(s). If we are a good fit then a price is quoted for the project, and if agreed to, we begin the fact finding process through an online customer portal and fact finder.