We protect your most prized possession
Personal Investing
Done Right
We take the time to understand you. By listening carefully to your goals and understanding your tolerance for risk, we are able to assess the many factors that influence your financial life.
Is Personal Investing right for you?
A personalized financial strategy can help bring structure and clarity to an increasingly complex financial landscape. Instead of relying on one size fits all solutions, your plan is built around your unique circumstances, priorities and long term vision.
Lyons Investment Group
What Is Personal Investing?
Markets change. Opportunities shift. Responsibilities grow. A thoughtful investment strategy takes these realities into account and helps ensure that your financial decisions remain aligned with the future you want to build.
Personal investing isn’t about following a generic strategy. Your life, your goals and your priorities are constantly evolving, and your financial plan should evolve with them.
A well designed financial plan brings together the many moving parts of your financial life and helps you manage them with greater clarity and confidence.
37+ Years
Of Finance Experience
30 Years
With The Lyons Group
Series 6, 7, 63
Securities licenses.
We Help You Address Your Future Finances
Through a personalized approach, we help you structure a strategy that reflects not only your financial goals, but the legacy you want to create over time.
Manage Your Cashflow More Effectively!
Planning for retirement income
Developing tax efficient investment strategies
Preparing for business succession
Preparing for Legacy Planning
Lyons Investment Group
We learn to understand you!
Only then do we review your assets, liabilities and income to develop a strategy tailored specifically to you.
Comprehensive planning, not one-size-fits-all portfolios
Retirement, cashflow, tax-aware strategies, estate considerations, and protection planning in one coordinated approach.
Fiduciary-first planning
Your strategy is built around your goals, risk tolerance, and long-term vision.”
37+ years of guidance
You work with a firm that has helped clients plan through multiple market cycles.
*Donald R. Lyons offers products and services using the following business names: Lyons Investment Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Lyons Investment Group.
Licensed In: AL CA, CO, CT, FL, GA, ID, MD, MI, MS,MN,NE,NJ,NM,NY, NC, OK,PA, TN,TX,VA,WV
Check the background of your financial planner on FINRA’s BrokerCheck.
Location
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.