Tools

Resources

FAQs

Founded by industry veteran Bob Carter, Lion Street aligns the interests of elite advisors, experienced leadership, and sophisticated investors through an innovative structure of shared ownership among these parties.

Lion Street Advisor-Owners operate independent firms that provide life insurance, business insurance, and wealth management solutions to high-net-worth individuals, business owners, and corporate clientele. Lion Street understands the specific needs of these types of practices, and we have structured the company around delivering the leverage, resources, and intellectual capital our advisors need to succeed.

Lion Street was formed in 2010 and is managed by a team of experienced industry veterans with a significant equity investment from Austin Ventures. The name Lion Street is symbolic of the intersection of visionary financial advisors and forward-thinking financial services companies. The “Lion,” like our Advisor-Owners, is fiercely independent and respected, while “Street” represents traditional financial institutional stature.

Blog

  • February 24, 2017
    Corporate Benefit Liability Funding
    Read More
  • February 15, 2017
    Harvesting Wealth from your Business
    Read More
  • SSG Companies Wealth Transfer Provider
    December 1, 2016
    Federal Estate Tax Repeal
    Read More
  • Buisness Transition Continuity Issues and Solutions Planning
    October 25, 2016
    Business Transition Continuity Issues and Solutions
    Read More
  • Wealth Transfer Legacy Issues and Solutions
    October 25, 2016
    Wealth Transfer Legacy Issues and Solutions
    Read More
  • Gift of Lifetime Wealth Management Strategy
    October 25, 2016
    The Gift of a Lifetime Wealth Management Strategy
    Read More
  • employee benefits issues and solutions impact employer profitability
    October 24, 2016
    Employee Benefits Issues and Solutions
    Read More
  • SSG Life Insurance Policy Audit
    October 24, 2016
    The Value of a Life Insurance Policy Audit
    Read More
  • Unlocking The Vault Business Transition
    October 19, 2016
    Unlocking the Vault - Business Transition Planning
    Read More
  • SSG Companies Advantages of Life Insurance Advice
    September 16, 2016
    Large Estates Need Life Insurance Liquidity
    Read More
  • Business Transition Plan Handshake
    September 8, 2016
    Ten Reasons Businesses Change Ownership
    Read More
  • Wealth Plan Money Tree
    July 9, 2014
    The Unique Process of the Wealth Plan
    Read More
  • SSG Companies Pay or Play Employee Benefits Advice
    June 17, 2014
    Pay or Play Requirements
    Read More
  • SSG Companies Advantages of Life Insurance Advice
    April 15, 2014
    Six Advantages of Using Life Insurance as an Asset
    Read More