How is Joe Lyons LLC different from other financial planners?
 
We begin with a conversation and take a personal interest in your life and your family situation. Through this individualized approach, we discover your “roots,” so we can understand how to best help you pursue your financial life goals. Our strategy and financial planning tips are designed specifically for your situation.
 
 
What series do you offer?
 
Financial planning
Investment analysis and implementation
Retirement planning
Estate planning
Education planning
Beneficiary review
Employer retirement plan review
Cash flow planning
Risk analysis and insurance review
Long-term care analysis
 
 
How long have you been advising clients?
 
Joe has been in the financial field since 1996.
 
 
What is the minimum that I need to invest?
 
We work comprehensively with clients who have a net worth of at least $250,000. We have various platforms available for all investors.
 
 
What are the advantages of using a professional investment advisor?
 
Our objective is to help minimize your costs, manage your risk, improve your return potencial and create a strategy where there was not one. We help you determine your investment goals and ensure that your personalized portfolio and customized asset allocation reflect these goals. We conduct an ongoing evaluation of your investments and make adjustments as needed, with your approval, to ensure that your goals stay on track.
 
 
How will I know how my investments are performing?
 
You will receive quarterly portfolio performance reports, which include quarterly position, time-weighted rate of return (TWR), cash flow and investment change in value. We review the reports with you in detail, answer questions and recommend portfolio changes. We follow disciplined trading guidelines so investment changes continue to reflect your financial life goals.
 
 
How do I get started working with you?
 
Call us at 1-847-382-2600 or click the “contact us” tab.