Over the past 30 years, we have built our firm around identifying and solving these problems for our clients, who include affluent individuals, families and business owners.
Our firm is one of the select owners of Lion Street, making us uniquely positioned within a network of elite industry experts. This platform provides us with proprietary technology, powerful resources and intellectual capital from specialized financial professionals.
Estate and Wealth Transfer Planning
Buy Sell Coverage
Key Man Coverage
Gio Financial Group is proud to be a Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of Firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients.
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.
As Advisor-Owners we are able to advocate on behalf of our clients and enhance the value we provide through proprietary technology, intellectual capital, and the collective expertise of a nationwide network of elite, life insurance-centric practices, allowing us to offer our clients the most competitive options available.
We are also proud members of Finseca, an influential voice for the life insurance community in Washington DC.