Lionshare Wealth Strategies, LLC

Lionshare Wealth Strategies, LLC Insure. Invest*. Retire.

*Offered through NYLIFE Securities LLC No insurance business may be conducted outside this/these state(s) referenced.

Business Planning - Investments* - Retirement savings - Life insurance -College Funding - Tax-Efficient Planning - Legacy/ Charitable Planning

Building a sound plan to tailor-fit your changing needs and personal goals takes time. At Assad Financial Group, we help you develop a strategy to cover your needs and achieve your goals. Contact our office at (713) 6930-1011 schedule a complimentary appoi

ntment to see how we've been helping individuals, businesses, and families over two generations. Elizabeth "Betsy" Eiroa is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Texas, California ( #4184783) and Colorado. Additionally, Elizabeth Eiroa is a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of Texas. No offers may be made or accepted from any resident outside the specific state(s) referenced. 3200 Southwest Freeway Suite 1900 713-961-4545 Neither Assad Financial Group, LLC nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Assad Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. NYLIFE Securities LLC is a New York Life Company.

*Offered through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Registered Branch Address:
2200 N Loop W
Houston, TX 77018

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are ...
08/06/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

This Juneteenth, take time to honor history, celebrate progress and support one another.
06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

05/12/2026

Myth: “I don’t make enough money to need a financial roadmap.”

Reality: That’s EXACTLY when you need one.

The earlier you get organized, the easier everything becomes later.

You don’t need to be wealthy—you need a strategy.

05/05/2026

Be honest: What’s your biggest financial question right now?
- Investing?
- Retirement?
- Life insurance?
- “Am I behind?”

Drop it below or message me privately—I’ll point you in the right direction.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
04/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

04/27/2026

I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!

04/23/2026

Working with a financial professional isn’t really about money.

It’s about:

* Protecting your family
* Creating options
* Reducing stress about the future

Money is just the tool.

If that’s something you’ve been thinking about, we should talk.

04/21/2026

Had a conversation this week with a young family.

They thought they had everything covered.

Turns out:

* Not enough life insurance
* No long-term plan for college
* No clear retirement direction

They weren’t irresponsible—just busy.

That’s more common than you think.

If you’ve been meaning to “get organized financially,” this is your sign.

Address

704 N Thompson Street Ste 172
Conroe, TX
77301

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