Mooney Lyons Announces Integrated Wealth Management Platform for Retirement Planning
Mooney Lyons, a Wealth Management Firm Specializing in Retirement Income Planning, Announced Today the Launch of a Unique 5-Step Process
(firmenpresse) - SOUTH BARRINGTON, IL -- (Marketwired) -- 03/26/15 -- Mooney Lyons, a wealth management firm specializing in retirement income planning, announced today the launch of a unique 5-step process called This proprietary program was developed to provide a comprehensive wealth support platform built on real-world experience and resources that span the entire financial spectrum.
begins with an Interview process to lay the foundation for a successful collaboration. After client objectives are clarified and considered, a personal wealth model is engineered and implemented to address the client''s unique opportunities and challenges. The advisory team then incorporates specialized solutions for wealth management, tax and estate planning, long-term care, life, and health insurance, and even a review of your property and casualty and mortgage needs for a more complete retirement plan.
"We recognized a long time ago that our industry needed to evolve from simple product sales," said Mooney Lyons COO Greg Scheider. "Our clients need active advisors who can build a relationship and then help look at the entire financial equation to provide the guidance and support necessary to navigate retirement."
In addition to the release of , Mooney Lyons announced a new brand launch and website this week.
More information about and its successful applications is available by contacting , Director of Client and Team Services at 847.382.2600 x227.
Mooney Lyons integrates decades of financial experience through the combined expertise of Keith Mooney and Joe Lyons. Founder Keith Mooney is a CERTIFIED FINANCIAL PLANNERâ„¢ professional, a Chartered Financial Consultant, and a Chartered Life Underwriter. Co-Founder Joe Lyons is also a CERTIFIED FINANCIAL PLANNERâ„¢ professional as well as a Chartered Financial Consultant (ChFC), and both are registered with a Series 6: Investment Company & Variable Contracts Products, a Series 7: General Securities and a Series 65: Uniform Investment Advisor.
Both Keith and Joe are frequent speakers at Northwestern University, DePaul University, Elmhurst College and several Fortune 500 Companies located throughout the Chicagoland area. They have lectured in front of thousands on topics such as Financial Planning, Retirement Planning, Estate Planning, Risk Management and Investment Planning Strategies, offering guidance and counsel that strives to set up families for the future.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sequoia Wealth Management, a registered investment advisor. Sequoia Wealth Management and Mooney Lyons Financial Services are separate entities from LPL Financial.
Contact:
Mooney Lyons Financial Services
Greg Scheider
COO
847.382.2600
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Datum: 26.03.2015 - 07:30 Uhr
Sprache: Deutsch
News-ID 1346939
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