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Mark R. Lyons is listed as Financial Planner at Millennium Financial Group, a company with 7 employees, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at mifigroup.com and a matched LinkedIn profile for Mark R. Lyons.
Mark R. Lyons previously worked as Financial Advisor/Financial Positioning at Millennium Financial Group and Financial Advisor/Protection Planning at Millennium Financial Group. Mark R. Lyons holds Bachelor Of Arts - Ba, Finance, General, A from Utah State University.
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After watching business owners, family, and friends for years struggle with, and make poor financial decisions because they didn’t have anyone with expertise they trusted watching out for their financial interests, I decided to make sure they don’t have to go through that anymore.Along with my partners, we founded Millennium Financial Group to help our clients build and implement plans for replacing their income in retirement so they can remain in the lifestyle they’ve grown accustomed to without running out of money, protect their families, and hopefully avoid costly mistakes that often happen without proper guidance.Generally I work with families and individuals nearing retirement, small business owners, and educators and others with private pensions, but feel free to reach out to me regardless of your situation, particularly if you’ve been referred to me. Referred individuals get top priority attention along with existing clients.
Listed skills include Life Insurance, Investment Strategies, Retirement Income Strategies, Annuities, and 9 others.
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Colorado Springs, Colorado Area Headquarters, Multiple States
Listening to, understanding, and assisting clients with comprehensive, fee-based financial planning across six critical areas defined in more detail below: Retirement Income Planning, Protection/Risk Management, Financial Positioning, Investment Planning, Estate Planning, and Tax Planning. As an independent advisor, I have no preset agenda regarding any.
Multiple States
To know the best way to get where you want to go, you first have to know where you are now! We look at current cash reserves and emergency funds and how those are structured, debt/credit situations, cash flow management and budgeting, and what resources are available now or in the future. We’ll determine your net worth…kind of a personal scorecard, and.
Multiple States
“How much and what is the right kind of insurance to have?” We evaluate areas of risk and protection (insurance) needs for life, disability income, long term care, medical/health, home & auto, and umbrella insurance coverages. Determine the right amounts and kinds of insurance in these areas. Make sure beneficiaries are correctly designated and understand.
Multiple States
“Where will I get income for retirement and will it last long enough/my whole life?” We’ll design, build, and implement strategies for sources of retirement income including when and how to maximize/best take social security, employer-sponsored retirement plans (401k, 403b, and/or 457, etc.) Evaluate options and determine how to deal with retirement needs.
Multiple States
“Will I be able to sleep at night with this investment?” We’ll determine your risk tolerance and investment goals and objectives…short, mid, and long term. Develop appropriate asset allocation and asset location (they’re different), and diversification strategies and why you should implement different products or strategies. Education is key here…what.
Multiple States
Wills vs Trusts. We determine the most tax efficient, cost-effective way to transfer assets to the next generation, to your favorite charity, provide resources for a special needs dependent, or transition a business to the next generation without being decimated with taxes. We do business succession planning and, working with a trusted attorney, make sure.
Multiple States
"What about taxes? Taxes are killing me!" We work closely with your trusted tax advisor in developing tax strategies to reduce, defer, or avoid taxes now, in the future, and as you pass assets on to the next generation(s). We'll look at tax diversification to put you more in control of your tax situation and the effects of asset liquidation and taking.
Multiple States
Financial advisor developing skills and talents in a variety of financial areas
Colorado Springs, Colorado Area
Working with businesses in developing telecommunication solutions for their business.
Multiple States
Various consumer lending and branch management positions and duties.
Other employees you can reach at mifigroup.com. View company contacts for 7 employees →
John Arthur
Colleague at Millennium Financial GroupSan Luis, Colorado, United States, United States
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Fazeela Akhter
Colleague at Millennium Financial GroupLos Angeles, California, United States, United States
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Tiffany Stormo
Colleague at Millennium Financial GroupWatertown, South Dakota, United States, United States
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Evelyn Thomas
Colleague at Millennium Financial GroupLong Beach, California, United States, United States
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Graduated cum laude with degree in Finance and minor in Economics
Quick answers generated from the profile data available on this page.
Mark R. Lyons works for Millennium Financial Group.
Mark R. Lyons is listed as Financial Planner at Millennium Financial Group.
AeroLeads has found 1 work email signal at @mifigroup.com for Mark R. Lyons at Millennium Financial Group.
Mark R. Lyons is based in Colorado Springs, Colorado, United States while working with Millennium Financial Group.
Mark R. Lyons has worked for Millennium Financial Group, New England Financial, Massmutual Financial Group, Prudential Financial Group, Various Telecommunications Companies, and Various Financial Institutions.
Mark R. Lyons's colleagues at Millennium Financial Group include John Arthur, Fazeela Akhter, Tiffany Stormo, and Evelyn Thomas.
You can use AeroLeads to view verified contact signals for Mark R. Lyons at Millennium Financial Group, including work email, phone, and LinkedIn data when available.
Mark R. Lyons holds Bachelor Of Arts - Ba, Finance, General, A from Utah State University.
Mark R. Lyons is listed with skills including Life Insurance, Investment Strategies, Retirement Income Strategies, Annuities, Financial Planning, Long Term Care Insurance, Retirement Plan Consulting, and College Savings Plans.
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