I believe that education is the first step to helping my clients achieve their personal and financial goals. I strive to help my clients understand that it is the combination of risk management through Life and Health Insurance along with savings and retirement goals that makes a complete financial plan. You can count on me to bring expertise, personal touch, and clear communication towards your investment and insurance strategies.
Since 2012, I have been using a fresh new approach to financial planning here at Lyon Financial Services. I have a very unique approach in that I help my clients find money that they are currently loosing unknowingly and unnecessarily. I believe there is more opportunity to serve my clients by helping them avoid the losses than by picking the winners. When would you want to know?
I would welcome the opportunity to develop a plan tailored to fit you and your family. Please contact me at your earliest convenience to set up an appointment.