J Lyndon Financial

At J. Lyndon Financial, we understand that everyone's retirement vision is unique. That's why we take the time to build custom-tailored investment strategies and financial plans for each of our clients. Our goal is to help you live the life you envision in retirement with confidence. With years of experience in the financial industry, we've worked with hundreds of clients to bring their specific retirement vision to life. Whether you're still planning or already retired, we can help you achieve your financial goals.

Our Services

We offer a comprehensive range of services designed to help you navigate the complexities of financial planning and investing. From risk profile assessments to personalized financial planning and investment strategies, we're here to guide you every step of the way. Our process begins with a quick risk profile assessment, followed by a complimentary consultation where we'll discuss your current financial situation and what you'd like to accomplish. We'll also explain our process and walk through a sample financial plan. If we think we can help you and you feel it's a good fit, we'll schedule a second meeting to collect and organize your financial information and begin any account transfers.

The Financial Planning Process

Our financial planning process is designed to be personalized and comprehensive. We'll start by addressing any remaining questions you may have and then collect and organize all your financial information. Next, we'll document your personal objectives and goals and get you set up for our eMoney online dashboard. After our meeting, we'll go to work on entering your data and building your plan in accordance with your personal objectives. By our third meeting, we'll have a comprehensive plan, calibrated to your specific financial and retirement goals. We'll then manage your investment portfolio, monitor our progress relative to the plan, and keep you posted on any necessary adjustments. At least annually, we'll meet in person for an update to discuss any significant life changes you may be experiencing and determine whether the plan needs to be altered.

What Sets Us Apart

At J. Lyndon Financial, we're committed to providing a unique and personal experience for each of our clients. We believe in building long-term relationships based on trust, transparency, and a deep understanding of your financial goals. Our team is dedicated to helping you achieve financial peace of mind and live the life you've always imagined in retirement.