Retirement Planning
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.
Retirement doesn’t just happen.
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
Why plan for retirement?
As a result of technological and medical advances, people are living longer. That means you could be retired for nearly as long as you worked. How will you generate income for that period of time and how much will you need?
Industry professionals predict you will need 80% of your pre-retirement income in order to live comfortably in retirement—more if you plan to travel extensively or hope to leave substantial assets to your heirs. And, you should plan on a retirement of 30 years or more. A solid retirement plan takes into account both the accumulation and the distribution phases and helps you transition when the time is right.
Retirement Income Planning
We believe planning for retirement isn’t just about saving — it’s about building confidence in your future income. That’s why we use eMoney, a powerful financial planning platform that helps you visualize your retirement goals, income streams, and long-term strategy in real time.
Through our partnership with the Ameritas Advanced Planning Team, we bring additional expertise and resources to help you create a customized income plan designed to last throughout your retirement. Together, we’ll help ensure your plan not only fits your lifestyle but adjusts as life changes — giving you clarity, confidence, and peace of mind every step of the way.
Types of Annuities
Consider these strategies to help you achieve your goals:
For additional strategies tailored to a particular life stage, see our Lifetime Retirement Planning section.
*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
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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.