Dean Lyman, CFP, CCFC

Your Money. Your Plan. Know where you are going and how to get there.

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Your Financial Partnership Dean Lyman, CFP, CCFC
Lee's Summit, MO

Serving Clients Nationwide

Your Money. Your Plan. Know where you are going and how to get there.

Areas of Focus

  • Education Funding
  • Family and Money
  • Taxes

About Me

Hi. I'm Dean Lyman. Your Financial Partnership provides Parents and Business Owners with High-Quality Financial Advice.

Increasingly high college tuition fees are making parents wonder how they will pay for this important step. Our experience in College Planning will provide a solution that will give your children the start they need in life. No more worrying over the future.

An increase in cash flow is great but where is it going? We give expert advice that allows you to take control and open doors that lead to your ultimate and optimal financial and business goals.

Money matters can be confusing and at times very stressful for the whole family. We provide family security by making sure you have the proper plan and coverage in place.

Investing is something we all consider but rarely do we know where to start. We have the right knowledge to invest in your future and make the most of your retirement nest egg.

For the last 14 years, I have had the pleasure of working with and supporting Parents, Business Owners and Entrepreneurs. I help businesses and families alike to achieve their goals with Expert Financial Advice, replacing any uncertainty with a knowledgeable guide on the most important things in life like educating your children, planning for your retirement, and investing your money. Our services include but are not limited to:

· Financial Planning
· College Planning
· Investments Management
· Personal Cash Flow

If you want to achieve Financial Security for Your Family and Business by taking control of your financial life please get in touch with Your Financial Partnership by messaging me and let’s connect!

www.yourfinancialpartnership.com

Professional Designations

  • Certified College Financial Consultant (CCFC)
  • CERTIFIED FINANCIAL PLANNER™ Professional

CCFC Areas of Specialization

  • Education Funding

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • visiWealth Advisor
  • XY Planning Network

Primary Location

64063, Lee's Summit, MO

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed
  • Subscription

Offers Investment Management

Yes

Badges

Languages

  • English

Who We Serve

  • Business Owners
  • Couples
  • Gen X
  • Gen Y / Millennials
  • Investors
  • Living in Retirement
  • Military
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.