Near or in
retirement
Turn your savings into income that lasts as long as you do. Covers income and growth annuities, fixed and indexed annuities, long-term care.
JOE LOMBARDI, FOUNDER OF IRONHAWK FINANCIAL
PROTECT WHAT YOU’VE BUILT. PLAN THE INCOME YOU’LL LIVE ON.
Joe and his team help families, business owners and retirees protect the money they’ve saved, create retirement income and plan what they leave behind. We’re independent, so we compare 100+ carriers to fit the plan to you.
20-minute call with Joe’s team. No cost, no obligation. Evening times until 9pm.
4.9 STARS
CLIENT REVIEWS
A+
BBB RATING
ACCESS TO
100+ CARRIERS
Get straight answers
about your money.
A free 20-minute call to talk through your goals.
No cost, no pressure, no obligation.
Evening appointments available until 9pm Eastern.
The questions clients ask Joe most
Money decisions get complicated fast. Joe’s job is to make them make sense, whether or not you ever work with us.
What should a retirement plan actually account for?
Four questions school never taught you to ask about your money.
What is an annuity, really?
A protective wrapper around the retirement money you already have.
What is a 7702 plan, and why would I want one?
Why people buy life insurance to bet on living, not dying.
Should I stop funding my 401(k) to start an IUL?
Joe explains who should keep contributing and who should rethink it.
Have your own question?
Meet Joe Lombardi
Joe started Ironhawk after watching his father, a business owner, lose a $25 million dollar construction company following an accident. The protection that should have been in place wasn’t there when it mattered. Today Joe and his team help families, retirees and business owners plan before that moment comes. He’s direct, he explains the why behind every recommendation and he’ll tell you when something isn’t right for you.
LICENSED IN 50 STATES • 24 YEARS IN PRACTICE • CLU®, ChFC®, CPCU
JOE LOMBARDI, FOUNDER
Where are you right now?
Near or in
Families and
individuals
Protect your family and build savings you can use while you're alive. Covers term, whole life and IUL.
Business
owners
What happens to your company if you or a partner can't work? Covers key person, buy-sell, disability income and deferred comp.
Affluent
families
Plan for liquidity, long-term care and the money you leave your children and grandchildren. Covers permanent life insurance, long-term care and legacy planning.
What happens after you reach out
-
STEP 1
A Free Conversation
A 20-minute call with Joe's team. We listen, answer your questions and tell you honestly if we can help.
-
STEP 2
Your Plan
We compare 100+ carriers and build a plan around your goals, not a product.
-
STEP 3
Ongoing Review
We put the plan in place and review it with you every year as life changes.
Hear Joe in real conversations
Learning about Annuities
EPISODE 1
about protecting money, retirement income and legacy.
to talk about protecting money, retirement income and legacy.
Long Term Care- Retirement
EPISODE 2
about protecting money, retirement income and legacy.
to talk about protecting money, retirement income and legacy.
What Happens to my 401K
EPISODE 3
about protecting money, retirement income and legacy.
to talk about protecting money, retirement income and legacy.
Our Services
Retirement income
and annuities
Income you can count on and growth with less exposure to market losses.
Life insurance
Coverage that can also build value you can access while you’re alive.
Independent.
We compare 100+ top carriers so you don’t have to.
What clients say about working with Ironhawk
4.9 STARS FROM 39 REVIEWS
★★★★★
I’ve known Joe for over a decade. Since day one, I knew I could trust him to provide me with financial guidance that would help me meet my goals. Joe is always prompt and has done an outstanding job making me feel comfortable, providing education on options where needed, and I sincerely trust that he puts my best interests first. Joe has a true passion for what he does that is evident the moment you meet him. I’m grateful for all Joe has done for me and my family over the past year and I look forward to working with him for many, many years!
★★★★★
Ironhawk will take care of all your life planning and financial needs. Joe is a complete professional and an expert in his field, and he has really helped me out. I’m a retired 25-year Army combat vet and just turned 58. I took a hard look at my life planning and saw I was coming up short, and I really didn’t know what to do. I got a hold of Joe, and he got me straightened out. Now I have peace of mind and feel confident that, heaven forbid, if anything should happen to me, my loved ones and my situation are taken care of. Thanks, Joe and Ironhawk. I highly recommend them. You won’t be sorry you contacted them and took this step. And tell them EJ sent you!
Have a question about your money?
Ask us!
Free, no-pressure consultation. Monday to Friday, 9am to 9pm Eastern.