Dean Lyman, CFP
Your Money. Your Plan. Know where you are going and how to get there.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn MoreGreat job!
- Add your title
- Add your tagline
- Add your logo and cover image
- Add your social media
- Add your details
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
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 (CFP)
Affiliations
- CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
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
Languages
- English
Who We Serve
- Business Owners
- Couples
- Gen X
- Gen Y / Millennials
- Investors
- Living in Retirement
- Military
- Parents
- Young Families
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic professionals and educators in the finance community.
Your honest reviews of the providers featured in our directories help people decide which providers may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience with the provider.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying that you like or dislike a provider, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your real experience with the provider.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience with the provider.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2021 Wealthtender, Inc.
Leave a Reply