Welcome to LionsGate Advisors
At LionsGate Advisors, we specialize in serving high-net-worth individuals, families, and businesses in developing multi-disciplinary strategies to maximize their ability to reach their goals, minimize their taxes and protect their financial foundations. Our sole purpose is to accelerate the impact of our client's wealth, so they can convert their wealth into prosperity for their families and community.
At LionsGate Advisors, we work tirelessly to offer strategies and solutions that combine all facets of retirement life: wealth protection, sustainable income, investment growth, tax minimization, and estate planning. This takes experience and industry knowledge, and most of all, loyalty and care for our client's best interests.
- We quarterback our clients’ estate planning attorneys, accountants, business consultants, and other trusted advisors to ensure all advisors are working on the same set of goals.
- We work with nationally recognized tax strategists to turn substantial income tax liabilities into revenue streams.
- We develop true non-correlated asset options, including private placements, life insurance as an asset class, and innovative, AI-assisted equity portfolios.
While your ideal retirement can be achieved, it can oftentimes feel like you are navigating choppy waters if you don’t have a well-thought-out plan in place. Our mission is to equip and empower you to make sound decisions that lead to long-term financial health, confidence in retirement, and a lasting legacy even in the midst of an uncertain world. LionsGate Advisors stands ready to be your partner in navigating your journey to your ideal retirement and helping you live abundantly.
Navigating Your Journey to Retirement
Using our unique four-step approach, we build a plan tailored to our client’s financial situation and goals. Our process is based on education, communication, and the intelligent use of technology, so our clients are presented with the information and supporting analytic framework to make the proper decisions in planning their wealth. At LionsGate Advisors, we are committed to helping accelerate the impact of your wealth.
In this step, we perform a thorough assessment of your financial goals so we can determine whether you are on track to achieve them.
Read our Latest Guide
2022 Tax Planning Guide
After a tumultuous 2021, filing your taxes this year could be complicated. Maybe you stopped working, realized investment gains, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact whether your taxes will increase and whether you need to rethink your tax strategy..
PROUD MEMBER
Promoting the financial and retirement security of the American people.
PROUD OWNER FIRM OF
A National Network of Fiercely Independent Financial Advisors
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ACCELERATE YOUR IMPACT
Interested in learning how you can properly manage your wealth and build a plan for a successful retirement? We welcome you to download your complimentary copy of our book, Accelerate Your Impact. In Accelerate Your Impact, Investment Advisor Representative Jason Ingram synthesizes his years of fiduciary experience guiding successful professionals, and high-net-worth individuals and families into and through their retirement years, enabling them to preserve wealth and strategize for long-term peace of mind.
"If you are concerned about your financial future, if you don’t know the parable of the lion and the gazelle, or if you think that “Monte Carlo simulation” maybe involves a computerized car chase through winding mountain roads, you should read this book!" -
Sandy Davidson Carter, Ph.D., J.D., Prof. Emerita and Ronald D. Carter, M.D., University of Missouri
ACCELERATE YOUR RETIREMENT
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