We protect your most prized possession

Your

Lyons Investment Group is deeply committed to preserving and growing client wealth by focusing on overall financial goals and risk/reward tolerance.

 

About Our Company

Lyons Investment Group is deeply committed to providing the highest level of service to our clients, with a comprehensive profile of Insurance and investment services for both individuals and businesses.

As an Insurance Affiliated Investment Advisory Agency, Lyons Investment Group provides a broad portfolio of products and services to help meet both your insurance and investment needs. We also work with TrueNorth Companies in creating Strategic Partnership to provide value added services.

 

Using a Financial Advisor?

As financial markets become more complex and difficult to navigate, making financial decisions can seem daunting. With more than 10,000 mutual funds, dozens of retirement plans, separately managed accounts, and other investment options, you have more choices than ever before.

Introduction

Personal Investing

No two investors are alike. Your life keeps changing. The markets – and the world – continue to evolve. That’s why it’s important that you have a financial plan that is specifically designed to reflect your life, your goals and your personal legacy.

What Is Financial Planning?

No two investors are alike. Your life keeps changing. The markets – and the world – continue to evolve. That’s why it’s important that you have a financial plan that is specifically designed to reflect your life, your goals and your personal legacy.

The best financial plan is one that’s specifically designed to help you manage issues like cash flow, retirement income, tax strategies and business succession planning. This kind of planning doesn’t happen in a vacuum. One-size-fits-all approaches can’t provide the kind of personalized strategies you deserve.

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4 Good Reasons to Have Life Insurance

Think you don’t need life insurance if you don’t have kids? Think again. It may seem like an unnecessary expense. But there are many reasons to have life insurance, even if you’re not supporting a family.

  1. Mortgage protection

Whether you live by yourself, with a spouse or significant other, you may want to buy life insurance as mortgage protection. Think about it – you don’t want the person you live with to be homeless if you die unexpectedly, do you?

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Retirement doesn’t just happen.

Where do you see yourself in retirement?
Whatever your vision, it can help to have a sense of where you’re headed, so you can decide what it will take to get there. Planning for your retirement is an ongoing process, not a one-time event. At Lyons Investment Group, we can help you create a lifetime retirement plan, and then monitor and update the plan so it stays aligned with your retirement goals. A successful plan reflects your current situation, and is flexible enough to accommodate your changing situation.

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If you have children who are planning on going to college, you know that paying tuition and other expenses is likely to be a major financial challenge — but one that’s worth the cost.

You can get a head start by taking advantage of some of the most effective ways to save for higher education. Programs such as 529 savings plans and education savings accounts (ESAs) offer valuable tax benefits to encourage you to put money away for qualified education expenses.

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Investments Services

What We Offer

  • Stocks and ETFs
  • Municipal and corporate bonds
  • Fixed income securities
  • Managed Accounts
  • Asset management
  • Life & Annuity products
  • Retirement plan products
  • Mutual funds
  • Corporate cash management
  • Separate Account management

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Are you like countless others, wondering where to start retirement planning? No need to worry or procrastinate any longer. The most important thing is to do is to simply begin.

Saving for retirement is essential. When you save for retirement you are saving for your future. When you neglect retirement you run the risk of not being able to take care of yourself when you are older. Your retirement goals should come before saving for your children’s education or going on vacations. The earlier you start saving the less you will need to put aside each month to reach your retirement savings goals.

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Employees are your most valuable asset and we can help you create a benefits package that is both affordable and comprehensive. Lyons Investment Group is dedicated to providing retirement products to employers, allowing them to offer the most comprehensive and competitive benefits to their employees. Lyons Investment Group has a strategic partnership with TrueNorth Companies to provide value added group benefits.

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Life insurance is designed primarily to protect your family’s financial security after you die. But some types of life insurance can also help you build assets to meet your needs during your lifetime. So it’s a useful addition to any financial plan – because it can serve different functions within your overall investment strategy.

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*Don Lyons, President

As an independent Ameritas and Securities Representative of Ameritas Investment Company, LLC for over 30 years, Don Lyons has worked extensively with both individuals and business owners regarding their insurance and investment needs, providing the highest quality of service in assisting his clients to help achieve their financial goals.