Understand the Picture
Review your goals, accounts, retirement timeline, tax concerns, family priorities, estate considerations, and major decisions ahead.
The process
What to expect in your initial meeting.
A focused conversation designed to understand your financial picture, identify what deserves attention, and determine whether Lions Gate is the right advisory fit.
Identify Priorities
Discuss what is already working, where the plan may be disconnected, and which areas may need deeper review or coordination.
Define the Next Step
If there is a fit, you leave knowing what the advisory process would look like. If not, the meeting should still create useful clarity.
Video FAQ
Quick answers before your initial meeting.
Short captioned clips covering the questions clients usually ask about the first meeting, estate planning, market cycles, and protecting wealth through change.
Initial meetingWhat should I expect when I meet with Stefan?
Stefan explains how the first meeting starts with your goals, your current picture, and what you want your wealth to accomplish.
Initial meetingHow long is the first meeting, and what will we cover?
The conversation may run an hour or longer, depending on what needs attention and where you want more clarity.
Estate planningWhy is estate planning important?
A clear estate plan helps direct your legacy, reduce avoidable delays, and keep major decisions from being left to chance.
Estate planningWhat is probate?
A quick overview of the court-supervised process that can happen after someone passes away.
Estate planningWhat is the difference between a will and a trust?
This answer compares public court administration with a more private trust-based transfer plan.
Investment philosophyDo you believe in buy and hold?
Stefan shares how Lions Gate thinks about cycles, timing, and risk instead of treating every market environment the same.
Market cyclesWhat do you mean by cycles?
A simple explanation of how repeating economic and market patterns can inform planning decisions.
Retirement accountsHow should I think about risk in my 401(k)?
This clip frames risk around what a major drawdown could mean when retirement timing is getting closer.
Market correctionsHow do you think about market corrections?
Stefan discusses defensive positioning, historical drawdowns, and why corrections can create both risk and opportunity.
Planning momentWhy is today an important planning moment?
A short look at why debt, capital flows, inflation, and uncertainty can make coordinated planning more urgent.
OpportunityWhere do you see future market opportunity?
Stefan explains the firm's view on commodity cycles and where future leadership may come from.
These videos are educational and are not individualized investment, tax, or legal advice. Market views are subject to change. Estate planning topics should be reviewed with qualified legal and tax professionals. Investing involves risk, including possible loss of principal.