How We Help

Most of our clients have compiled plenty of financial “stuff” when we first meet. But they rarely have a real financial plan. Our approach integrates all of your key areas of planning (retirement, investments, insurance, taxes, estate, education, etc.) and leaves you with confidence that your plan is pointing you in the direction of your goals. We also review with you regularly to course correct when life happens differently from the plan. And we leverage technology to make sure we stay on the same page.

At The Lyon Group we partner with clients with whom we can build a long-term relationship and serve as their financial guide all along life’s journey… from first child, to career changes, to making that final student loan payment, to retirement and beyond. And for some client families, we’ve done that over several generations. It’s quite an honor.

We practice fee-based financial planning that ensures our clients' best interest is always at the forefront of our recommendations. We have a fiduciary duty to put your best interests ahead of all else. But it’s much more than a legal duty. Putting our clients first is part of our moral fiber.

Financial planning is a fun and interesting blend of math, engineering, art, psychology and more. We love the authentic relationships we get to build with our clients. And we know that to get the best results, we need to follow a systematic, objective approach that seeks first to clarify the current situation and objectives before implementing changes. The Financial Navigation System is our proprietary process that helps clients grow, secure, enjoy and distribute their wealth, in alignment with their goals and values.