• Skip to main content
  • Skip to footer
Lionheart Capital Management
  • About
    • Meet the Team
    • Contact
  • Press
  • Blog
  • Client
Complimentary Assessment
Home Hero Image

Retirement Planning For
Orange County Professionals

Lower Taxes. Enhance Income. Have a Plan.

Your Free Consultation Starts Here

Featured Logo

Investment News

Wealth Management

forbes

cbs logo

market watch

bank rate

self

Lionheart Capital Management

Your Guide to the Future You Want

Don’t let a “financial salesman” craft your financial plan. At Lionheart Capital Management, you’ll work with a fiduciary who is legally obligated to put your interests first. We operate with a fee-only payment structure, meaning we never earn commissions on the investments we choose on your behalf. Find out why you should hire a financial advisor — and specifically our firm — by clicking here.

why lionheart capital

Why Lionheart Capital?

Fiduciary
Trust is essential. As a fee-only fiduciary advisor, we take full responsibility for any direction we recommend.
Transparent Pricing
Simple, straightforward and reasonable. You will always know where you stand.
Unbiased Advice
Your goals are our goals. Feel confident knowing we’ll always put your needs first.

Expertise At Every Step

Wealth-Building Phase:

As you progress in your career, It’s common to wonder if you’re maximizing the tools and investment options at your disposal. I’ll review your financial situation with the goal of creating strategies designed to reduce taxes, optimize your investments, and make the most of the money you work hard to earn.

View Case Study

The Home Stretch:

You have worked hard and saved for retirement all along, but what now? Once you’re 10 to 15 years from your target retirement age, I’ll create a tailored plan that aims to secure peak returns when you need them most.

View Case Study

Your Exit Plan:

Maybe you’ve built a business you can sell to retire, or perhaps you aren’t sure how to transition out of the workplace and into the life you’ve planned for. I can help you figure out some strategies to help you settle into retirement without overpaying on taxes or giving anything away.

View Case Study

What Kind Of Professional Are You?
Don't miss out on helpful tips and facts for your retirement planning.
I’ll never spam you. Sign up for my personalized newsletter below.
  • This field is for validation purposes and should be left unchanged.
retirement planning

Retirement Planning Services

Financial Guidance for Every Goal

Maximize Your Peak Earning Years

Maximize Your Peak Earning Years

Maximize Your Peak Earning Years

Leverage the power of your earnings to boost returns and long-term growth.

Reduce Taxes and Fees

Reduce Taxes and Fees

Reduce Taxes and Fees

Avoid pointless investment fees and taxes you shouldn’t have to pay.

Prepare for Life’s Surprises

Prepare for Life’s Surprises

Prepare for Life’s Surprises

Set aside some funds for life’s greatest milestones, like buying a larger home or preparing for a new baby.

Grow Your Next Egg

Grow Your Next Egg

Grow Your Next Egg

Use compound growth to build a nest egg that will last through retirement and beyond.

Craft an Exit Plan from Your Career

Craft an Exit Plan from Your Career

Craft an Exit Plan from Your Career

Find out how to retire without leaving money or valuable benefits on the table.

Generate Income for Life

Generate Income for Life

Generate Income for Life

Build passive income streams that work even when you don’t.

Let Us Do the Work

Even though we are a boutique financial advisory firm, we use well known platforms like TD Ameritrade and SoFi, and top research tools from Bloomberg and Morningstar, to craft an investment plan that is unique to your goals. Through the ups and downs, we’ll monitor your portfolio and help you make favorable decisions for your future. No matter where life takes you, we’ll always be a phone call away.

have-peace-of-mind

Working with
Chris Struckhoff, MBA

Hello and Welcome!

I decided to become a financial advisor while helping a family friend navigate their transition to retirement. After overseeing the sale of their business and finding out their investment planner was trying to sell them complicated, overpriced investments to earn a huge commission, I knew there had to be a better way.

I have dedicated my career to helping families plan for the future, and I take pride in offering real world advice and comprehensive, easy to follow solutions that work.

My firm offers fee-only financial planning for a reason. I sleep well at night because I always put my client’s needs and goals before anything else.

fun favorite facts

Chris’ favorites & fun facts

Vaction Spot
US VIRGIN ISLANDS

Favorite Band
QUEEN

Favorite Book
THE INTELLIGENT INVESTOR

Favorite Camping Spot
LAKE MOHAVE

Favorite Beach
NEWPORT BEACH

Education
MASTERS IN BUSINESS

Favorite Comedian
DAVE CHAPELLE

Favorite Director
CHRISTOPHER NOLAN

Favorite TV Show
GAME OF THRONES

Favorite Animal
TURTLE

Financial Advice Shouldn’t Be Scary

Schedule a free consultation. We’ll go over your hopes, your dreams, and your current plans to reach your goals. If you decide I’m the right person to help, we’ll work together to create a custom program that will lead to the outcome you want. Stop wasting time and start planning for your future today.

Schedule a Free Call

Footer

  • 200 Spectrum Center Drive
    Suite 300, Irvine, CA 92618
  • Office: (949) 568.7219
    Fax: (949) 264.0025
  • Email Me

linkiedin facebook twitter

Map Image
footer logo

cfp logo

Privacy Policy | Disclosures | Confidentiality Disclaimer | Accessibility Feedback | Copyright 2020. All Rights Reserved. Design by Tinyfrog Technologies.

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out.
ACCEPT REJECT
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

Non-necessary

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.