Dean Lyman, CFP
Your Money. Your Plan. Know where you are going and how to get there.
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Serving Clients Nationwide
Your Money. Your Plan. Know where you are going and how to get there.
Areas of Focus
- College 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
Affiliations
- CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- visiWealth Advisor
- XY Planning Network
Location
Lee's Summit, Missouri, 64063
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
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