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Schwab Advyzon

Integrating Faith, Fellowship & Finances for a Holistic Future

At Lyons Capital Group, our foundational belief is that every individual is unique and deserves to be seen, heard, and served. That’s why we offer a holistic approach that integrates traditional financial advice with faith and fellowship.

How We Help You Build Your Holistic Future

We combine faith-based principles with our financial expertise to provide comprehensive support across key areas of your financial life:

Planning for Your Future

  • Personalized Financial Planning: Customized roadmaps for achieving your goals, from today through retirement and beyond.
  • Retirement Planning: Retirement planning to help  ensure you won’t outlive your assets.
  • Tailored Education Savings Planning: Strategies to save for future education costs.

Managing & Growing
Your Wealth

  • Comprehensive Wealth Management: Dedicated support for managing your entire financial portfolio.
  • Custom Portfolio Creation & Optimization: Asset allocation aligned with your plan and ongoing management to keep you on track.
  • Strategic Risk Management: Strategies to protect your current and future wealth from potential risks.

Creating Your Legacy & Navigating Transitions

  • Purposeful Legacy Building: Strategies to leave a meaningful and lasting impact aligned with your values.
  • Integrated Estate & Tax Planning Strategies: Comprehensive legal and tax advice.
  • Effective Business Succession Planning: Tips to maximize value when transitioning out of your business.
  • Tax-Efficient Charitable Planning: Guidance on philanthropic giving to support the causes you care about effectively.

Values-Driven Financial Guidance

We thoughtfully integrate faith-based principles with comprehensive financial planning, ensuring your financial journey reflects what matters most to you. This means going beyond traditional financial advice to offer a holistic perspective, aligning your aspirations with your personal values and guiding you on a principled path.