Services
We meet you where you are on your wealth journey and offer customized planning services aligned with your needs and goals.
What to Expect
Financial planning should bring clarity and inspire confidence. We help you clarify your goals and transform your financial “stuff” into a financial plan that considers the whole picture and puts you on track for your long-term goals.
We provide guidance across all areas of your planning, including:
Values Centered Planning
We help build YOUR plan, not ours. So we take time to understand your key goals, values and relationships.
Clarify objectives
Thoughtful questions
Redefine “wealth”
Net Worth
Analysis
We build a complete map of what you own and what you owe and provide access via your client website.
Assets & liabilities
Liquidity considerations
Up-to-date info available on demand
Secure vault to share documents
Cash Flow
Analysis
Understanding your income and how it’s spent and saved is foundational to good financial planning. We help make it simple.
Lifetime income/expense projection
Optimized accumulation strategy
Retirement
Planning
Gain clarity on whether you are on track to maintain your unique lifestyle throughout your lifetime.
Retirement funding analysis
‘What if’ scenarios
Income strategies
Social security information
Investment Management
Most have investments, but few have a defined investment strategy and a plan for how various accounts best fit together.
Due diligence & research
Coordinated strategy across all assets
Navigate volatility
Insurance
Strategies
Protecting your human capital is a keystone part of your financial plan. We make sure this gets done in a measured and intentional way.
Review of current coverage
Life Insurance
Disability Insurance
Help with implementation
Estate
Organization
Design a path that creates a legacy of wealth and values. Ensure assets are protected and your goals are achieved.
Clarify legacy desires & core issues
Review titling and beneficiaries
Analysis of trusts and other key documents
Tax
Strategies
We identify opportunities to minimize taxes and maximize your wealth.
Tax-minimization strategies
Coordinate with CPA
Education
Funding
Education is an investment in your human capital. We help create a plan to fund your family’s education goals.
Calculate future cost and savings goals
Custom education funding strategies
Executive Benefit
Planning
From stock options to restricted stock and others, we help you better understand your employer stock plan, its options and how to incorporate them in your overall financial planning.
Analyze current and future value
Evaluate income tax consequences
Business
Services
While many of the individual planning services apply to everyone, we also help with areas of service unique to business and owners.
Business succession
Key person and buy-sell insurance
Executive compensation agreements
Employee benefits
Charitable
Giving
Giving is in our DNA. We’ll help make sure your wealth has the biggest impact for the causes you care about most.
Clarify charitable & legacy goals
Tax-efficient giving strategies
The Lyon Group Fiscal Second Opinion Service
Insurance
Am I Over-insured? Under-insured? Do my coverages have the features and benefits to ensure my family is secure now and in the future?
Investments
Am I investing enough and in the right places to get me where I want to go without risking too much?
Retirement
How will my plan hold up to a "stress test" of possible events (bear markets, high inflation, premature death or disability, a longer than expected life)?
Taxes
Am I doing the right things to
minimize taxes in the long-run –
now and later?
Estate Planning
Does my estate plan pass along
family values as well as family wealth?
If you’ve asked yourself any of these questions, the Fiscal Second Opinion (FSO) is for you. We’ll quickly assess your plan then let you know if you’re on track or if there are missed opportunities to consider. No pressure. No obligation. Just honest feedback. Simply click below to schedule a time for your FSO.
Clients We Serve
Click below to learn more about the customized service offerings tailored for specific client groups
4357 Ferguson Drive, Suite 240
Cincinnati, OH 45245
Phone: (513) 753-9966
Toll Free: (800) 875-5966
Fax: (513) 753-1790
