OUR SERVICES
TAILORED APPROACHES
As your financial coaches, we thrive in our ability to navigate the complexities of making financial decisions. Using tailored approaches, resources, and advocacy our clients are delivered solutions to secure their financial well-being.
Wealth Management
See how our team of financial planners manages wealth to meet your financial goals.
Retirement Planning
When entering a new path in life, your game plan may be undecided. As financial mentors, we can coach you into strategizing for your retirement.
Investment Consulting
As wealth planning specialists, we can empower you to understand your exit options and how they apply to your company and exit goals.
Legacy & Estate Planning
We can assist you in determining how your legacy goals can be accomplished not only in the future but also starting today.
Business Liquidity
Let us help you understand the value of your business, both tangible and intangible, and determine how ready and attractive your company is currently.
ESOP Consulting
Our ESOP coaches can assist you with all your questions surrounding selling to or being currently part of an ESOP.
Financial Phases
Every client deserves a custom strategy. There are 3 financial phases in life leading up to and including retirement: Wealth Accumulation, Pre-Retirement, and In-Retirement. If two people are at different financial phases in their life, the approach to maximizing wealth and minimizing risk should not be the same. Analyzing each individual while keeping the 3 financial phases in mind allows us to focus on the requirements and the results you need to prepare for the future.
At Mooney LYONS, WEALTH PLANNING MEANS SO MUCH MORE.
A diverse variety of wealth planning services are included under the wealth management umbrella:
Let us help you understand the value of your business, both tangible and intangible, and determine how ready and attractive your company is currently.
We’ll start by identifying your three gaps as owner: Value, Wealth, and Profit.
We can then identify the Range of Value of your company: what is it worth today and what is it potentially worth?
Our goal is to empower you to understand your exit options and how they apply to your company and exit goals.
We also help you clarify and better understand your personal vision and personal financial needs, aligning your business, personal and financial goals.
Then we can create, deliver and maintain 90-day action plans to help you de-risk your business and grow value before finally bringing the advisory team together, along with your internal team, to work towards common goals and aid collaboration moving forward.
Business Consulting
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