Benefits That Build
Exceptional Teams.
From comprehensive employee benefits to PEO services and retirement packages, Lion Share Financial Group gives your business the tools to attract, retain, and protect your most valuable asset — your people.
Your Business Deserves a Financial Partner, Not Just a Vendor.
Most businesses treat benefits as a checkbox. We treat them as a competitive advantage. Lion Share works alongside business owners, HR leaders, and CFOs to design benefit ecosystems that reduce turnover, improve morale, and protect the company's financial health. Whether you're a 10-person startup or a 500-person enterprise, we build strategies that scale with you.
Comprehensive Business Financial Solutions
Employee Benefits
Medical, dental, vision, life, and disability coverage designed to compete for top talent. We source, structure, and manage benefit packages that fit your budget and your team's needs.
PEO Services
Professional Employer Organization services that let you outsource HR, payroll, compliance, and risk management — so you can focus on running your business.
Retirement Packages
401(k), SIMPLE IRA, SEP IRA, and defined benefit plans designed to reward loyalty, reduce taxes, and give your employees a path to a secure retirement.
Key Person & Buy-Sell
Protect your business from the unexpected loss of a key employee or partner. We structure life and disability policies that keep your business running no matter what.
How We Work With Your Business
Discovery & Assessment
We start by understanding your workforce, budget, current coverage, and goals. No assumptions — just a thorough analysis of where you are and where you want to go.
Strategy Design
Our advisors build a custom benefit and financial strategy tailored to your industry, company size, and competitive landscape.
Implementation
We handle the heavy lifting — carrier negotiations, enrollment, compliance filings, and employee communications — so your team can focus on their work.
Ongoing Management
Benefits aren't set-and-forget. We conduct annual reviews, benchmark your plans against the market, and adjust as your business evolves.
Ready to Build a Benefits Strategy That Works?
Schedule a complimentary business assessment with a Lion Share advisor. We'll identify gaps, opportunities, and a roadmap to better benefits.