Bill Lyon, Cfp®, Chfc®, Cap®, Msfs Email & Phone Number

As the Vice President of Thought Leadership of The Lyon Group in Cincinnati, OH, I have the privilege of being part of a holistic wealth management firm that has been serving our clients and community for nearly seventy years. Our firm works with successful professionals and business owners to help them align their wealth with their values and to identify and grow their holistic net worth through thoughtful planning. I have recently stepped down as the CEO of The Lyon Group and have worked with clients to develop retirement and estate plans that transcend financial issues. I hold a Bachelor of Science in Business Administration degree from The Ohio State University and a Master of Science in Financial Services degree from The American College. I also hold four professional designations: CFP®, CLU®, ChFC® and CAP®.I am the creator of The Financial Navigation System™, The Goal Positioning Session® (GPS®) and The Holistic Balance Sheet™. I’m also a frequent national speaker on both financial and non-financial topics.I have a deep commitment to my family and my community, and I believe that our economic resources are meant to support our most valuable assets – our relationships, experiences and values – not the other way around. I reside in Anderson Township with my wife, Barb, and our two sons. My specialties are: Helping physicians make smart decisions about their careers and their wealthAssuring that successful people can maintain their lifestyle throughout their lifetimesDeveloping strategies for paying for higher education without putting retirement at riskProtecting against the risks of lifeAssisting owners of closely-held businesses as they navigate the exit and succession processDesigning and monitoring customized investment strategiesGuiding the estate planning process so that clients can pass along values as well as wealth

Listed skills include Retirement Planning, Estate Planning, Public Speaking, Investments, and 22 others.