Richard S. Gardner

Richard S. Gardner

Lionheart Financial Planning, Inc.

This advisor will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Financial Advisor

Offering advice since: 2001

Areas of expertise:

  • Business planning
  • Charitable and Planned Giving
  • Educational Planning
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Stocks and Bonds
  • Tax Planning

Further information about Richard S. Gardner:

Richard S. Gardner, CFP(R), RFC(R) enjoyed a rewarding 26 year career in law enforcement before pursuing his passion for financial planning and continuing his calling of service to others. He received his B.S. in Finance from the University of Maryland, University College 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).

Richard also holds the Certified Identity Theft Risk Management Specialist designation issued by the Institute of Consumer Financial Education. He is available to assist small business owners with their risk management plans and to speak on the topic of identity theft and it's prevention at any organization's meetings.

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

Certified Financial Planner (tm) Registered Financial Consultant(tm)
Member, Financial Planning Association (FPA)

Education:

Bachelors of Science in Finance, University of Maryland University College, 1995

Will provide references upon request?

Yes


Further information about Lionheart Financial Planning, Inc.:

Lionheart Financial Planning, Inc.

(Size of firm: 0-9 advisors)

Lionheart Financial Planning, Inc. is a fee-only Registered Investment Advisory firm providing comprehensive financial planning and portfolio management services to residents of Virginia and Maryland. We are proud to specialize in working with those employed in the military, police, and fire and rescue fields.

Everyone's financial situation is different and a financial plan should be customized to meet your specific situation and needs. As an independent firm, Lionheart Financial Planning, Inc. is positioned to provide the individualized planning you deserve. A sound financial plan provides a road map for future prosperity in line with your unique goals and will help you navigate the inevitable ups and downs of the economy and financial markets.

Whether you need assistance planning for retirement, taxes, education, investing, or with budgeting and debt reduction Lionheart Financial Planning, Inc. is available to assist you with your financial needs.


Contact Information for Richard S. Gardner

Phone: (540) 907-2720
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Fax: (817) 977-2720

Address for Richard S. Gardner:
76 Water Way
Stafford, VA, 22556

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