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.
Unlock Your Financial Future: Complimentary 1-Hour Strategy Session with Wendy Lyon
Are you ready to take control of your financial destiny? Join Wendy Lyon aka “The Financial Lyon” for an exclusive 1-hour financial strategy session designed to help you conquer your financial challenges and build a secure, prosperous future.
What to Expect:
Personalized Financial Assessment: We’ll dive deep into your current financial situation, identifying key areas for improvement and opportunities for growth.
Debt Elimination Blueprint: Discover Wendy’s proven strategies to eliminate your debt, including mortgages, in less than half the time—without changing your budget or lifestyle, while savings tens, if not hundreds, of thousands of dollars in the process.
Retirement Planning: Whether you’re just starting to think about retirement or need to refine your existing plan, Wendy will provide expert guidance to ensure you never outlive your wealth. We’ll explore ways to maximize your retirement savings and create a legacy for future generations.
Wealth Building Strategies: Learn how to make your money work for you. From smart places to put your money to creating passive income streams, Wendy will share tips to help you build and protect your wealth.
Risk Management: Life is full of unexpected events. Wendy will help you prepare for the unexpected, ensuring that you and your loved ones are protected against life’s uncertainties.
By the end of this powerful session, you’ll have a clear, actionable plan to achieve financial freedom, overcome challenges, and secure a prosperous future. Wendy Lyon’s expertise and personalized approach have helped countless individuals and families achieve their financial goals—now it’s your turn.
Ready to Transform Your Financial Life?
Spaces are limited, so book your complimentary session today, and take the first step towards ruling your finances and roaring with confidence.
Schedule Your Financial Breakthrough Session
During this session, you will Learn:
- Powerful yet simple ways to create a solid financial future
- How to slash your debt and save BIG – without changing your budget or lifestyle
- How to beat the bank at their own game
- How to become your own bank
Press Coverage
I fully believe that if you do the right thing, success will follow
- Wendy Lyon
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Clients Give Wendy Roaring Reviews...
“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...
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 Financial Lyon
Wendy Lyon aka “The Financial Lyon” has helped clients avoid retirement and other financial risks for the past two decades. She’s dedicated her career to helping others avoid life’s unexpected pitfalls. As a young wife with daughters aged one and three, she tragically lost her 24-year-old husband in a motorcycle accident. As Wendy says, “There are no ‘do-overs’ in life. Once the disability, the diagnosis, or God forbid, the death occurs, it’s too late. Wendy’s on a mission to ensure others are prepared to face life’s unexpected twists with grace and security while building a robust financial future on a solid foundation that protects your most valuable asset – YOU.”
And with Americans $1.3 trillion in credit card debt and $15.7 trillion in household debt, Wendy wants to let the world know there is a solution. You will get out of debt in 1/3 to 1/2 the time – saving tens – if not hundreds – of thousands of dollars in the process – without changing your budget or lifestyle – guaranteed. Get free of debt and live the life you’ve always wanted but didn’t know you could have. Then let’s take that wealth you can now build, ensure you never outlive it, and create a legacy for generations to come. The Financial Lyon is here to help you rule your finances, so let’s get together and roar!
