Your Path to Financial Freedom Starts Here—Where Your Dreams Become Reality, Guided by the Expertise of The Financial Lyon.
While other planners will have you snoring,
The Financial Lyon will have you roaring!
Top Retirement Mistakes
And
How You Can Avoid Them
Click here to get the “Top Retirement Mistakes and How You Can Avoid Them” so you can enjoy the lifestyle you desire.
See How Lives Are Transformed When Financial Freedom Becomes Reality.
“Wendy is the type of financial professional every woman, couple and business owner desires and deserves. She’s passionate about providing financial education so her clients can make the most informed decisions. She’s also empathetic, caring and truly interested in learning and addressing her clients’ unique concerns and helping them achieve their goals. Having overcome the struggles of being a young, widowed mother, she knows first-hand the importance of protecting loved ones. And, she selflessly gives back by sharing her story and providing unsurpassed financial education to her community. I highly recommend Wendy as a financial professional, and if you hear her speak or meet with her you’ll quickly understand why.”
Deborah S. Poley
Business Consulting and Education at Charles Schwab & Co, Inc.
“Wendy, Thank you for helping our Small Business Owners become financially secure! It’s women like you who help other women that make this world a better place!!”
Remy M.
President, National Latina Business Women's Association
“Wendy was the only financial advisor I spoke with that took all areas of my finances into consideration and came up with a plan to coordinate them all. Others just wanted to sell me a product. I’ve gone back to her as my life and finances have changed. She’s not a “one and done.” She’s there for you for the long haul, and I’m proud to say she’s become a trusted friend.”
Karen Z.
“My wife and I recently had the pleasure of working with Wendy to decide on a life insurance plan for us. Wendy was helpful, professional, and knowledgeable. It was so great to have an agent on our side to help us navigate our life insurance needs and questions. I would definitely recommend Wendy to anyone!”
Mark H.
“I had two major concerns I needed Wendy to solve. One – to have my home paid off so I could leave it to my family unencumbered, and two – to have an income in retirement, since I’m single and have no children, I wanted to be sure I had sufficient retirement income to take care of myself.
Wendy solved both and made the process very easy. Not only that, but she also keeps me updated on how the vehicle we’re using for tax-free retirement income is performing, making sure that the indexes my funds are based on get locked in when the interest rate increases.
She’s not a “one and done;” she’s become a trusted friend. I’ve recommended her to others, knowing she’ll put them in the best possible position to be in for their financial future.
Whatever financial concerns you have, The Financial Lyon has the answers!”
Nicteha M.
And it's no wonder with results like these...
Thanks To Wendy’s Proven Strategies, Clients Achieve Multi-Million Dollar Growth And Secure Abundant Futures.
After losing $10,000 in a matter of months in his IRA, my 52-year-old client took my advice. We stopped the bleeding by rolling his IRA into a "2nd Social Security check" - only with more benefits and one that the government can't bankrupt. Not only did we recoup the $10,000 he lost, he was ahead another $13,643 his first year. And that $50,000 investment provides over $1 million in income over just a 10-year period and will keep on paying him until the day he dies. He just got his annual statement, and his average return since his contract date is a whopping 45.63%, and unlike his IRA, he will never lose money again. I can do the same for you. Call or text me now, and let's stop whatever bleeding your investments have experienced.
The best time to get into a business is on the ground floor, right? When it comes to using life insurance as a source for tax-free retirement income, the younger you are, the better. Your age and your health are the "ground floor." My client was 28 years old and wanted to put $500/month into life insurance for her retirement. Over the course of her life, she will have paid $300k into her policy. But you know what's waiting for her in retirement? Over $4.1 million! All tax free, and all without worrying what the stock or housing market does or whether interest rates go up or down. Now, that's one smart young lady, wouldn't you say? Now, you could choose to pay $100/month or $50k/year. Because unlike IRA's or 401(k)'s, where the government decides how much you can contribute each year, you determine how much you want to pay into your policy so you can reach your retirement goals. And unlike an IRA or 401(k), you can use the cash in your policy throughout your life - without paying a 10% penalty for wanting to use it before you turn 59 1/2. And what guarantee do you have that the government won't raise that to 62 or 65? How will that affect your future, if you can't access your funds without paying a 10%? If any of this concerns you, call or text me now to set a time to meet.
This was a 59-year-old with $300k in an IRA. Anyone worth their salt knows the most important years are those leading up to and those directly following retirement, and the worst time to have your funds at risk is right before you retire, Why? Because you don't have years to recover any losses, as you would in your 30's, 40's, or even early 50's. So I took any potential market losses off the table and recommended a financial vehicle that had a 25% bonus right off the bat, grew her asset by $118,423 the first year with the bonus plus interest credited, and illustrated her taking income at age 66, giving her an income she can't outlive, and one that doubles if she becomes disabled or needs home or convalescent care. By the time she's 88, will have drawn nearly $5.5 million (and it keeps on going till she dies). The income has the potential to increase each year, and by age 88, it's grown to an illustrated $683,394/year. How's that for a hedge against inflation?! Could her IRA have grown that much and provided her an income she can't outlive? Maybe. But I highly doubt it. If you want to see what your IRA could do for you, call or text me now to find out.
Yes, this sounds ridiculous and way too good to be true. It's simply the time value of money. This little girl's father died (I can totally relate), and her grandmother had $10,000 to invest in her two granddaughter's futures, one 6 and one 2 years old. I left no stone unturned to make sure that $10,000 gave these two little girls the best possible future they could have. And if you think the 6-year-old's grew into an unbelievable sum, the 2-year-old's grows to even more - a whopping $15,996,135. These are based on a 10.88% interest rate. The market index rate (using the past 10 years of performance and using that as a projection of future performance) projects figures far higher than what I've shown here, Do you have kids or grandkids that you'd like to plan for? There's no time like now to start planning for their future. Call or text me now to get started.
"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.
From Rock Bottom to Roaring Success: A Financial Freedom Story You Need to Hear
Widowed at 24. Two daughters. A $1.6 million financial gap… and a fire lit within me to change lives forever.
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.
”Beautiful article! What can I say, you’re not only a Financial Lion, but a FINANCIAL WIZARD, too! I’m blessed that I met you!” – Felicitas C.
Your Financial Ally: Empowering You to Roar with Confidence
As The Financial Lyon, I believe everyone deserves the confidence that comes with financial security and a life free from financial stress. Let’s create a brighter future together.
- Freedom from Debt, Without Sacrifice: Imagine life without the weight of debt. I’ll help you pay off everything—even your mortgage—in half the time without changing your budget or lifestyle. Ready to take the first step? Let’s chat.
- A Retirement Plan You Can Count On: Whether retirement feels close or far away, let’s build a plan that guarantees your income grows, lasts a lifetime, and gives you the peace of mind to enjoy the years ahead. Book your session today to see how easy it can be.
- Leave a Legacy That Lasts: Your hard work deserves to live on. Together, we’ll create a legacy that supports your family and generations to come while ensuring you thrive today. Schedule time on my calendar to start crafting your legacy.
- Protection for Life’s Twists and Turns: Life doesn’t come with do-overs. Protect yourself and your loved ones with strategies that shield your wealth and secure your future. Let’s talk about how to prepare for the unexpected.
- Plan for the Future of Your Business: Your business is more than a job—it’s your life’s work. Together, we’ll create a succession plan that ensures your legacy lives on, your team is protected, and your family reaps the rewards of all you’ve built. Schedule your strategy session today to start securing the future of your business.
Your Journey Begins Here: Schedule Your Free Financial Strategy Session
Every great success story starts with a single step. Let’s take it together. I’m here to listen, guide, and help you create a personalized roadmap for the life you want.
Click here to schedule your free Financial Strategy session now.
Your Financial Ally: Empowering You to Roar with Confidence
Now that you’ve seen what’s possible, it’s time to take action. I’ve developed a proven, 4-step approach to help you achieve retirement success. These steps are designed to simplify the journey, minimize stress, and get you closer to the financial freedom you deserve.
4 STEPS TO YOUR FINANCIAL SUCCESS
Step 1 — We Clarify Your Vision
Before any numbers, we focus on YOU.
Your goals. Your dreams. Your worries. Your desires.
You’ll finally understand what you want your retirement to feel like — so every decision supports that vision.
Result: You feel calmer, clearer, and more confident already.
Step 2 — We Diagnose Your Current Financial Picture
Together, we review your income, debt, assets, insurance, and cash flow.
No shame. No judgment. Just clarity and direction.
Result: You’ll finally know exactly where you stand — and what’s possible.
Step 3 — We Build Your Personalized Financial Strategy
This is where your transformation takes shape.
I use advanced tools — including my award-winning Financial GPS system — to show you:
how quickly you can become debt-free how to protect yourself from market risks how to grow your wealth safely how to create a lifetime income plan how to never outlive your money
Result: You walk away with your customized “Retirement Roadmap.”
Step 4 — We Walk the Path Together
This is the part most advisors skip.
But not me.
I walk with you every step of the way.
Adjustments, clarity, questions, life changes — I’m there.
Result: You NEVER feel alone or confused again.
Just supported, empowered, and fully in control of your future.
If you’re ready to feel confident, clear, and fully prepared for retirement, your first step is simple:
Schedule your complimentary 30-minute Retirement Strategy Session
Common Retirement Mistakes and
How to Avoid Them
"THE GREATEST GOAL YOU CAN DO FOR ANOTHER IS NOT JUST TO SHARE YOUR RICHES, BUT TO REVEAL TO HIM HIS OWN." - BENJAMIN DISRAELI
The Perfect Gift For Graduation: The Gift Of A Lifetime…For A Lifetime.
Do you think your children/grandchildren will be better off financially than you? Are you concerned about the future cost of
Which life would you rather have?
A life insurance policy
is the greatest love letter you
can ever write to your family.
Planning For Retirement
I specialize in retirement planning and in filling in the income gap between retirement accounts, Social Security, and savings. If
5 Simple Steps to Financial
Success
The 3 Types of Life Insurance You Need to Know: Rent, Own, and Rent to Own
As “financial guru” for the me tyme network
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.
