Our Approach:
The WIN Method
We created a systematized infrastructure and utilize A scientific approach At Mooney Lyons
A more comprehensive approach than what you will find at many other firms. In consequence, our team of entrepreneurial visionaries is efficient, regimented, and focused on our client’s needs and financial paths. Operating on a team-based approach, we all cohesively assemble to make decisions around your investments. This decision-making begins with our proprietary WIN Method.
The WIN Method™
Wealth Planning - Wealth Planning is the overall foundation of everything we do. We first identify your current financial phase and goals. There are 3 financial phases: Wealth Accumulation, Pre-Retirement, and In-Retirement.
Integrated Strategies - If two people are at different financial phases in their life, the approach to maximizing wealth and minimizing risk should not be the same. We add unique and custom solutions such as advanced planning to leverage: Investments, Income Planning, Legal Considerations, and Tax Strategies.
Network of Professionals - We utilize additional professionals and experts to help ensure our clients have access to the best solutions that are tailored to their needs, including Advisor Group, Attorneys, Mortgage Brokers, CPAs, and Medicare Specialists.
Financial Scoreboard
Score where you are financially with our Financial Scoreboard.
With the Mooney Lyons Financial Scoreboard, your financial coach can better assess your current circumstances, financial goals, and develop the most strategic game plan to fit your life, including: whether or not your assets are properly positioned.
Financial Scoreboard Factors Include:
If your present method of savings and investment makes maximum use of your pretax and after-tax income.
How much capital you will need for a comfortable retirement.
The kind of savings and investments you will need to pursue your goals.
How much you should set aside each month for savings and investments?
The effects of inflation on your savings and investments.
The kind of tax-advantaged investments best suited to your needs.
The monthly income your family will need in the event of your death.
The amount and type of life, disability, or long-term care insurance you need.
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