Financial Planning Services

It’s never too late to create a sound financial plan and here at Lions & Coventry, we offer Financial Planning services that will put you on the path to accomplishing both your short-term and long-term financial goals. 

With Financial Planning services from Lions & Coventry Insurance Services, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

We can also help you with:

  • Annuities
  • 401k
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRA

Our specialists can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Lions & Coventry Insurance Services is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure, so contact us today to learn more about Financial Planning. 

Let's get started!

Here at Lions & Coventry, we will take the time to discover your needs and find you the best solution at the best rate. Contact us today!

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