SOUTH BARRINGTON, Ill., Oct. 22, 2015 (GLOBE NEWSWIRE) -- Mooney Lyons, a wealth management firm specializing in retirement income planning, is featured in this month’s edition of Forbes Magazine.
The article highlights Mooney Lyons dedication to serving people with a professional approach and a proprietary financial process called The Integrated Wealth Model. It further educates readers on Mooney Lyon’s personal commitment to their clients, explaining how they take all aspects of their clients’ lives into account when structuring a wealth accumulation and retirement strategy.
“Our clients need engaged advisors who can look at the entire financial equation to provide the necessary guidance and support,” explains Keith Mooney, co-founder of Mooney Lyons. “It may seem surprising, but after a lifetime of saving and investing, shifting into the retirement mode can be a difficult change for our clients.”
Central to Mooney Lyons wealth accumulation and retirement strategy is The Integrated Wealth Model. This process begins with an Interview process that provides the groundwork for a successful collaboration. Client objectives are then clarified and considered. Next, a personal wealth model is engineered and implemented to address the client’s unique opportunities and challenges. Integrating the entire process is an advisory team consisting of professionals from financial and insurance specialties, who review the strategy and adjust when necessary.
More information about Mooney Lyons Financial Services is available by contacting Jason Randl, Director of Client and Team Services at 847.382.2600 x224
About Mooney Lyons
Mooney Lyons integrates decades of financial experience through the combined expertise of Keith Mooney and Joe Lyons. Founder Keith Mooney is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant, and a Chartered Life Underwriter. Co-Founder Joe Lyons is also a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Financial Consultant (ChFC), and both are registered with a Series 6: Investment Company & Variable Contracts Products, a Series 7: General Securities (held with LPL Financial) and a Series 65: Uniform Investment Advisor (held with Sequoia Wealth Management).
Both Keith and Joe are frequent speakers at Northwestern University, DePaul University, Elmhurst College and several Fortune 500 Companies located throughout the Chicagoland area. They have lectured in front of thousands on topics such as Financial Planning, Retirement Planning, Estate Planning, Risk Management and Investment Planning Strategies, offering guidance and counsel that strives to set up families for the future.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sequoia Wealth Management, a Registered Investment Advisor. Sequoia Wealth Management, Mooney Lyons Financial Services, and LPL Financial are separate entities.