Lyon Financial Planning, LLC

Lyon Financial Planning is an independent fee-only advisory firm serving clients on a straightforward fixed-fee basis. We work with clients through a comprehensive planning process that gives them the confidence to tackle their most important and challenging financial questions. Our unique economics-based approach relies on facts and common sense, rather than conventional rules of thumb.

Our integrated advice covers all areas of financial planning

• Cash Flow and Debt Management
• Investments
• Retirement and Employee Benefits
• Tax Planning
• Human Capital Decision Making
• College & Education Planning
• Insurance needs 
• Real Estate Decision Making
• Small Business Planning
• Estate & Incapacity Planning