Paul Buckle, CPA, CFP®

Paul Buckle, CPA, CFP®

Founder, CEO and Financial Adviser, Lionhead Financial Planning

Paul Buckle, CPA, CFP®, is the founder of Lionhead Financial Planning, helping individuals and families plan for a confident and fulfilling retirement. With over a decade in financial services and a background at PricewaterhouseCoopers, he guides clients through investments, tax and insurance strategies with clarity and purpose. Paul holds a BBA and Master of Accounting from Florida Atlantic University and serves clients in Asheville, North Carolina, and Greenville, South Carolina.

Phone: (877) 465-0977 | Email: info@lionheadfp.com | Website: lionheadfinancial.com

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Latest articles by Paul Buckle, CPA, CFP®

Hand close-up of mature couple holding hands while walking together on autumn day.

When Estate Plans Don't Include Tax Plans, All Bets Are Off

Estate plans aren't as effective as they can be if tax plans are considered separately. Here's what you stand to gain when the two strategies are aligned.