WHO WE ARE
YOUR PERSONAL & BUSINESS FINANCIAL GROUP
At The Lion Share Financial Group, we help our clients to reach their full potential. Adam Cook and Marshall Bowcutt have the experience needed to help business owners and individuals alike, to get their “lion’s share.” Marshall and Adam split their duties at The Lion Share Financial Group, utilizing their individual strengths, so you can get the quality services you need. We know that you work hard to earn a living. Our team can show you how to keep more of what you earn, by utilizing tax advantaged strategies, asset protection and minimal fees.
Adam Cook is our Business Development Executive. He works directly with clients, to help you get the best care available. A Utah native, he has been working to improve his community for years. Adam has worked in a variety of fields, gaining knowledge and experience that can help each of his clients to reach their full potential. No matter your individual needs, we can help you reach your goals.
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Marshall Bowcutt is our Executive Research Analyst. He handles in-depth knowledge and workings of products and offerings that are available to our clients. Marshall wants to help people achieve their financial goals. He loves getting to share his expertise in his field with each of his clients. Marshall looks forward to working with you soon!
Read More!WHAT WE DO
WE MAKE A DIFFERENCE
At The Lion Share Financial Group, we assist our clients with tax advantage strategies to lighten their burdens, making their businesses more profitable. We often assist clients who need advice regarding retirement. Our Financial Professionals can help to lighten your burdens and debts so you can be more confident in your financial situation. Call our office in Lehi, Utah, today at 801-382-8312.
Our services
At The Lion Share Financial Group, we specialize in life insurance, retirement planning, succession planning, buy/sell agreements, exit strategies, annuities, benefit plans, tax advantaged strategies, business planning and asset protection. For any situations that we don't personally specialize in, we can refer you to one of our carefully vetted partners that we work with. Click below to read more.
Business Owners Individuals and Families
