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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Starter Program Household Financial Plan

This program is designed especially to provide professional financial planning to starting investors.  The Starter Program is suitable for clients with simple financial situations at least 15 years away from retirement.  It does not include full lifecycle financial planning.  For a fixed fee $1000 this Plan includes consideration of income, assets and debts such as:

- current income

- debt including credit cards, consumer loans, and home mortgages

- investment portfolio including taxable, tax-deferred and retirement accounts.

- educational savings

- insurance review

- does not include

- - assessment of retirement income needs

- - generating income from an investment portfolio