Company Research Report: The Lyon Group

Company Overview

• Name: The Lyon Group

• Mission: Aligning financial resources with what matters most.

• Founded: Since 1950

• Founder(s): Bob Lyon

• Key People:

• Bill Lyon, CFP®, CAP® MSFS - Vice President of Thought Leadership

• Bob Nienaber, JD, ChFC® - President- Advisory Services and Wealth Advisor

• Tony Nienaber - Vice President-Benefits and Financial Services Professional

• Stacey Nienaber, JD - Director of Client and Professional Relationships

• Headquarters: 4357 Ferguson Drive, Suite 240, Cincinnati, OH 45245

• Number of Employees: No information is available.

• Revenue: No information is available.

• Known For: Helping professionals, families, and businesses navigate financial complexity for over 70 years.

Products

Financial Planning

• Description: Integrates all components of a client's financial life into one cohesive plan.

• Key Features:

• Comprehensive analysis and alignment of financial resources with personal values and goals.

• Coordination of retirement, investments, insurance, taxes, and estate planning.

• Ongoing reviews to ensure alignment with changing life circumstances.

Protection

• Description: Provides security for loved ones with proven insurance and estate planning strategies.

• Key Features:

• Development of tailored insurance strategies to safeguard client assets.

• Estate planning to secure and efficiently transfer wealth to future generations.

Investments

• Description: Development of investment plans tailored to client goals and values.

• Key Features:

• Creation of personalized investment portfolios.

• Engagement in fiduciary-driven advisory services, ensuring client-first strategies.

Retirement Planning

• Description: Builds stress-tested plans to prepare clients for envisioned futures.

• Key Features:

• Future-focused retirement strategies that align with client objectives.

• Continuous adjustments based on life and market changes to maintain direction.

Recent Developments

• Recent Developments: No information is available.

• New Products Launched: No information is available.

• New Features Added: No information is available.

• New Partnerships: No information is available.

Additional Information

• Services Offered:

• Focused financial advisory services for various stages in life and career transitions.

• Specialized services for Executives, Physicians, and handling life-changing transitions like retirements and career shifts.

• Insights and Resources:

• Access to various financial resources, insights, and events.

• Engaged in educational efforts like videos and articles on financial planning, estate, and charitable planning.

• Notable Beliefs:

• True wealth transcends monetary value.

• Personalized financial planning is central to its culture, incorporating a holistic view of individual client values and circumstances.

Location and Contact Information

• Address: 4357 Ferguson Drive, Suite 240, Cincinnati, OH 45245

• Phone: (513) 753-9966

• Toll-Free: (800) 875-5966

• Fax: (513) 753-1790

• Online Presence:

• Engage with the team via online platforms such as connecting with Bill, Bob, and Tony.

• New York Life Insurance Company manages the company's disclosures.

Note: For any further information, please consult with the appropriate channels provided by The Lyon Group.