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WENDY "THE FINANCIAL LYON"

While other planners will have you snoring,
The Financial Lyon will have you roaring!

5 Simple Steps to Financial
Success

Do these, and you could be on your way to being in the top 5% of America’s wealthiest

Regular Guest on ESPN Where I Got the Name "The Financial Lyon"

Shown here on Real Talk San Diego Hosted by Elizabeth O’Daly

The 3 Types of Life Insurance You Need to Know: Rent, Own, and Rent to Own

As “financial guru” for the me tyme network

Clients Give Wendy Roaring Reviews...

And it's no wonder with results like these...

"THE BEST WAY TO PREDICT YOUR FUTURE IS TO CREATE IT." - ABE LINCOLN

Helping Clients Create Their Legacy, A podcast with mike saunders, mBA featuring influential entrepreneurs on business innovators radio

As heard on Spotify, Apple, Audible, and Pandora. Wendy  “The Financial Lyon” helps her clients create their legacy.

How to Prepare You, Your Family, and Your Business for Financial Success.

This “must see” video proves Dave Ramsey will turn you into a bag lady if you follow his Fox Business News advice (10 minutes in).  Plus how one simple change can impact the trajectory of your life.  Watch, learn & enjoy.

Press Coverage

I fully believe that if you do the right thing, success will follow
- Wendy Lyon

You can check it out on all other search engines.

Wendy Lyon's Financial Wisdom Spotlighted in Formidable Women Magazine

Dive into Wendy Lyon’s journey from natural health to financial mastery in a revealing interview with Formidable Women Magazine. Discover how personal tragedy and client experiences shaped her holistic approach to financial planning, and how she’s making profound impacts on lives and futures with her unparalleled expertise and empathy.

4 STEPS TO RETIREMENT SUCCESS

What Income Do You Need/Want in Retirement, Both Required and Desired

What Is The Income Gap Between What You Have and what you want in the future

my team works to fill in that gap plus more to hedge against inflation

we implement the plan so you and yours can enjoy a happy, successful retirement!

"THE GREATEST GOAL YOU CAN DO FOR ANOTHER IS NOT JUST TO SHARE YOUR RICHES, BUT TO REVEAL TO HIM HIS OWN." - BENJAMIN DISRAELI

Which life would you rather have?

  • A life insurance policy
    is the greatest love letter you
    can ever write to your family.

watch the video, have a laugh, and let's make sure this doesn't happen to you.

There are ways to grow your money with no market losses, have guaranteed income for life, and even recoup some or perhaps all of your market losses.  (I did!)

Call/text me at 760.390.9380 now to find out how.

 

"2008 is going to happen again. I don't know when, but when it does, i want my client - not others - in control of their financial future"

Want to know what caused the crash of 2008? Check out this trailer for the documentary Inside Job.

Think you're pretty smart when it comes to money?

I double dog dare you to take the Financial IQ Quiz.