SOURCE: Mooney Lyons Financial Services

Mooney Lyons Financial Services

March 26, 2015 08:30 ET

Mooney Lyons Announces Integrated Wealth Management Platform for Retirement Planning

Mooney Lyons, a Wealth Management Firm Specializing in Retirement Income Planning, Announced Today the Launch of a Unique 5-Step Process

SOUTH BARRINGTON, IL--(Marketwired - Mar 26, 2015) - Mooney Lyons, a wealth management firm specializing in retirement income planning, announced today the launch of a unique 5-step process called The Integrated Wealth Model. This proprietary program was developed to provide a comprehensive wealth support platform built on real-world experience and resources that span the entire financial spectrum.

The Integrated Wealth Model begins with an Interview process to lay the foundation for a successful collaboration. After client objectives are clarified and considered, a personal wealth model is engineered and implemented to address the client's unique opportunities and challenges. The advisory team then incorporates specialized solutions for wealth management, tax and estate planning, long-term care, life, and health insurance, and even a review of your property and casualty and mortgage needs for a more complete retirement plan.

"We recognized a long time ago that our industry needed to evolve from simple product sales," said Mooney Lyons COO Greg Scheider. "Our clients need active advisors who can build a relationship and then help look at the entire financial equation to provide the guidance and support necessary to navigate retirement."

In addition to the release of The Integrated Wealth Model, Mooney Lyons announced a new brand launch and website this week.

More information about The Integrated Wealth Model and its successful applications is available by contacting Jason Randl, Director of Client and Team Services at 847.382.2600 x227.

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 and a Series 65: Uniform Investment Advisor.

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 and Mooney Lyons Financial Services are separate entities from LPL Financial.

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