Lyons Global Insurance Services, LLC

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.




Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.




Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.




David Lyons is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states o NY, NJ, CA (Ca Ins. Lic# 0C19122), CT, MO, DE, PA, TN, OH, MD, IL, AZ. No insurance business may be conducted outside of these states referenced.

David Lyons is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly
intended for individuals residing in the states of  NY, NJ, CA, CT, FL, MO, PA, IL. No offers may be made or accepted from any resident outside the specific states referenced.

Lyons Global Insurance Services, LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates. 
 





 

Current Retirement Savings

Are my current retirement savings sufficient?

Life Insurance

How much Life Insurance do I need?

More Calculators →

Choosing and Using a College Checking Account

Some tips for parents and college students to consider, whether opening a new checking account or using an old one.

Reviewing Business Structure in Light of Tax Changes

A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.

Family Limited Partnerships for Estate Planning Purposes

A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.

HOT TOPIC: Keeping an Eye on Corporate Debt

This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.

More Newsletters →