Finley Davis is a proud Firm of Lion Street, LLC., an elite national network of independent firms and financial professionals providing sophisticated life insurance solutions to high-net-worth individuals, companies, business owners, executives, and high-income earners.
Lion Street Firms gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients. Through this national network, we are supported by deep life insurance resources, industry relationships, and specialized knowledge that can be particularly valuable when addressing sophisticated or complex insurance planning needs.
Our clients turn to us for comprehensive business strategies, legacy planning, and wealth solutions. When life insurance is an appropriate part of that planning, our relationship with Lion Street expands the resources and solutions available to us.
Lion Street carefully selects its member firms, with an emphasis on ethical standards and approval through an executive committee. Through this relationship, Finley Davis has access to a broad range of insurance carriers, specialized resources, planning tools, and experienced professionals who can support the evaluation of sophisticated life insurance solutions.
This additional depth can be particularly valuable when addressing complex planning needs, including business succession, estate and legacy planning, wealth transfer, liquidity needs, and philanthropic goals. It allows us to consider how life insurance may fit within a client’s broader financial strategy and support their long-term goals for their family, business, and legacy.
When life insurance is part of a client’s broader planning strategy, Lion Street provides access to insurance carriers, specialized resources, and professionals who can support the evaluation of sophisticated insurance solutions. This added depth can be especially valuable when planning for business succession, estate and legacy goals, wealth transfer, and other complex needs.
Our relationship with Lion Street gives Finley Davis access to the strength and resources of a national network while allowing us to maintain the personal relationships and individualized approach of an independent firm.
Our strength comes from this combination: the resources and reach of a national life insurance network paired with the personalized guidance and relationships our clients receive from Finley Davis.
