Expanded Household Financial Plan

This Plan is intended to include consideration and assessment of the types of income, assets and debts described below beyond the Basic Household Financial Plan.  The minimum fee is $2000 with the total cost not expected to exceed $6000. The pricing is negotiable and determined upon completion of client questionnaires. The following types of income, assets and debts taken into consideration for this Plan are:

-income, debts and assets from a business, including rental property

-investment in intermediate and advanced assets such as margin accounts, derivatives, partnerships, futures, etc.

-stock options


-evaluation of special needs for self and dependents such as assisted living, nursing homes, rehabilitation, and extensive medical expenses.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Lyon Park Advisors, LLC (referred to as "Lyon Park") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. Lyon Park does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Lyon Park be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Lyon Park or a Lyon Park authorized representative has been advised of the possibility of such damages. In no event shall Lyon Park Advisors, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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