How does the advisor help clients – Key Takeaways:
LYON FINANCIAL PLANNING, LLC is a leading financial planning firm that helps clients achieve their financial goals through personalized strategies and expert guidance. With a team of experienced advisors and a comprehensive range of services, they are committed to providing clients with the best possible solutions for their unique financial needs.
Below are some key takeaways on how LYON FINANCIAL PLANNING, LLC can help you:
- Expert financial guidance and advice tailored to your specific goals and needs
- Comprehensive range of financial services to help you achieve your financial objectives
- Experienced and knowledgeable advisors dedicated to your success
Facts and Insights
LYON FINANCIAL PLANNING, LLC has been in business for over 15 years, providing top-notch financial services to clients. With a team of highly skilled advisors, they have helped countless individuals and families achieve their financial dreams. Their services are based on sound financial principles and a deep understanding of the market, ensuring that clients receive the best possible guidance and strategies to reach their goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million+ | 10+ | 15+ years |
Financial Services Offered
LYON FINANCIAL PLANNING, LLC offers a wide range of financial services to cater to the diverse needs of their clients. Their services include:
- Retirement planning and management
- Investment management
- Tax planning and preparation
- Estate planning
- Education planning
- Insurance planning
- Debt management
- And more
Client Types
LYON FINANCIAL PLANNING, LLC serves a wide range of clients, including individuals, families, and businesses. They tailor their services to the specific needs and goals of each client, ensuring that everyone receives the personalized attention they deserve. Their diverse client base is a testament to their ability to adapt and cater to different financial situations and objectives.
Fees & Compensation
LYON FINANCIAL PLANNING, LLC believes in transparency when it comes to fees and compensation. They operate on a fee-based structure, which means they charge a percentage of the total assets under management as their fee. This ensures that their interests are aligned with their clients’ and that they are committed to helping clients grow their wealth. They do not receive any commissions from products or services, ensuring unbiased and objective recommendations for their clients.
Background
LYON FINANCIAL PLANNING, LLC was founded by John Lyon, a highly experienced and renowned financial advisor. With over 25 years of experience in the financial industry, John has helped countless individuals and families achieve their financial goals. He is a CFA charterholder, a designation held by only the most experienced and knowledgeable financial professionals, and a member of several prestigious financial organizations.
Financial Advisor Disclosures to Know
When choosing a financial advisor, it is essential to be aware of any potential conflicts of interest or misconduct. At LYON FINANCIAL PLANNING, LLC, we value transparency and have a strict code of ethics that all our advisors must adhere to. We have no disciplinary disclosures and are committed to acting in our clients’ best interests at all times.