When people think of investment planning, they often think of the spikes and falls of Wall Street or investment sharks preying on their inexperience. However, we believe that planning for your financial future should be peaceful, rewarding, and a valuable experience. At Halcyon Wealth Advisors, we do this by clarifying complex topics in easy-to-understand terms and building trusted relationships that span for generations.
We serve individuals and business owners and help them pursue their goals. While returns are important, your investment plan is where you will find the most value. We craft plans to each unique client. We view your entire financial picture from a wide angle lens and address all aspects of your plan.
We serve individuals and business owners and help them pursue their goals. While returns are important, your investment plan is where you will find the most value. We craft plans to each unique client. We view your entire financial picture from a wide angle lens and address all aspects of your plan.
Services
For 29 years, Lynn has been providing executives and business owners with comprehensive investment and retirement planning solutions. His areas of focus include providing individually-designed retirement planning, college funding, . Carolyn is our firm's Director of Retirement Plan Services and focuses on both the firm's 401(k) advisory services as well as individual financial planning.
Halcyon Wealth Advisors offers high-net-worth individuals expert advisory services and wealth management, founded on the principles of independence and suitability. As private wealth managers, we are actively involved in your retirement income planning. This can mean, among other things, updating and changing your investment profile based on where you are in your life cycle.
Rewarding and motivating key employees is critical to the ongoing success of your business. At Halcyon Wealth Advisors, we can explore supplemental retirement income plans, as well as life and disability insurance solutions. Our advisors can also provide comprehensive, personal, fee-based planning for your company's key people.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews
Be the first to review Halcyon Wealth Advisors.
Write a Review
