CUSTOMIZED LIFE INSURANCE SOLUTIONS
CREATIVELY DESIGNED TO
MAXIMIZE BUSINESS, PERSONAL, & PHILANTHROPIC PLANNING

– Succession in Action –
45-Year Industry Veteran Joins Capitol Financial Solutions as Affiliate Advisor

Wealth & Philanthropy Strategies

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Employee Benefits

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Client Testimonials

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About Us

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About Lion Street

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Why Chesson Partners?

Over 45 years of experience specializing in legacy planning for some of the wealthiest families in America.

Our process guarantees a fiercely independent analysis of customized solutions.

Advanced product, medical and financial underwriting expertise for optimal case design, presentation and negotiation with carrier underwriters and banks for achieving best rates via competitive bid process for large complex cases.

Nationally recognized experts in our field.

The Firm Behind The Firm

Lion Street aligns the interests of elite advisors, experienced leadership, and sophisticated investors through an innovative structure of shared ownership among these parties. Lion Street Owner-Advisors operate independent firms that provide planning and consulting services, life and business insurance and wealth management solutions to high net worth individuals, business owners, and corporate clientele. Lion Street understands the specific needs of these types of practices, and we have structured the company around delivering the leverage, resources, and intellectual capital our advisors need to succeed. Lion Street was formed in 2010 and is headquartered in Austin, Texas, with over 50 employees that support their Owner-Firms by providing the intellectual capital and resources needed to keep our firms “Fiercely Independent”.

What Our Clients Say

Earl has done an excellent job of negotiating the best possible life insurance rates for me, and his thorough and broad knowledge of the life insurance market produced excellent results for my company and me.
John M. Kane, Chairman and CEO, Kane Realty Corporation
I’ve known Earl for over 30 years and consider him a good friend. He and his firm are constantly developing new, creative financial strategies and they provide excellent advice.
Dean Smith, Former Head Basketball Coach, UNC
The Dilweg Companies
Earl did a complete and thorough analysis of my corporate and personal life insurance programs. This led to significant enhancements to the cost/benefit structure of my coverages. I highly recommend Earl for sophisticated life insurance planning at the highest level.
Anthony Dilweg, CEO / Founder, The Dilweg Companies, LLC
I have worked with Earl for over 20 years, and he has always represented my best interest in both the corporate and business strategies he has implemented for us. I consider Earl a trusted friend and advisor.
W. Prentiss Baker, III, Baker Roofing Company
After several years of working with Earl Chesson, I wouldn’t even consider using another firm, as the level of service and value that is achieved from Earl Chesson is far above any other firm I have dealt with in these matters.
Steven Antoline, Inventor / Entrepreneur
Quality Equipment
Earl Chesson worked with our company to implement a stockholder and key employee life insurance program that not only protects our business but was immediately accretive to earnings and is 100% liquid.
Bryan Dobson, CEO, Quality Equipment
Hill, Chesson & Woody provides state-of-the-art benefit services to our firm. Their plan design, communications, and administration are superior.
Paul Rizzo, Chairman, Franklin Street Partners / Former Vice Chairman, IBM
It has been my pleasure to work with Earl Chesson who has helped me design and implement significant improvements to my life insurance program. He has a very high level of understanding of both the insurance and reinsurance markets, and his knowledge in these areas led to very satisfactory results in our work together. I wholeheartedly recommend him to you.
Doug Breeden, Former Dean, Duke Fuqua School of Business / Founding Partner, Amundi Smith Breeden
Over the years I have been fortunate to work with Earl. He has made certain that the programs in place for my family members and me are unsurpassed in financial quality and value.
Anson Dorrance, Head Coach Women's Soccer, University of North Carolina
Earl Chesson helped me implement a life insurance program that enabled me to make charitable gifts I otherwise could not have made. He exceeded his projections by 80%! I most heartily recommend working with Earl.
John Bratton, Jr., Founder, Wake Stone Corporation
Earl has been instrumental in my personal estate planning. He continues to bring me state of the art ideas from his area of expertise, and he has worked effectively with my other advisors to tailor his ideas to my needs.
Jim Heavner, Owner, Vilcom Interactive Media, LLC

2017 Awards