Service for Financial Advisors
What We Do
Financial advisors' partner with us to support them in providing professional services to their clients.
Our team is often engaged by advisors to analyze and select the most cost effective and appropriate product to meet a clients specific planning need. We analyze the marketplace and help select life, disability, long-term care, and annuity products. In addition to new product selection, we are routinely engaged to conduct financial product review and analysis.
We are also selected by advisors as their premier joint work partner on executive benefits and business succession planning opportunities.
Connect With Us
The most efficient use of your time is to have a brief conversation with a member of our team.
We'll guide you to the right service for your most high impact needs.
Core Services
Financial Products Consulting
We help our advisor clients understand and assess the financial products offered in the marketplace. Our team then helps select the right product for the specific needs of your client.
Executive Benefits Consulting
We help our joint venture partners identify and select executive benefit plans that meet the needs of their clients. Our team conducts all of the work related to vetting and client adoption of such an offering so you can focus on the relationship. We're experts, so you don't have to be.
Business Transition Consulting
Every business owner already has a succession plan - whether it's intentional or through the rules of intestate succession. We are often asked to serve as a second set of eyes to review the existing plan and make recommendations.
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Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. LSF and TriAlpha Capital are independent and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. This site is published for residents of the United States only. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every professional listed.
*David Veatch is not affiliated with Lion Street Financial, LLC.
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