The Lyon Group

Contact Us

4357 Ferguson Dr. Suite 240
Cincinnati, OH 45245
  • Office: 513.753.9966
  • Toll Free: 800.875.5966
  • Fax: 513.753.1790

  • E-mail address: bill@thelyongroup.net
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  • Home
  • About Us
    • Our Mission
    • Our Difference
    • Meet Our Team
    • The Lyon Group History
    • Central Values
    • Philosophy
    • Clients
    • Financial Navigation System SM
    • Goal Positioning Sheet
    • Professional Resources
    • In The News
    • Concepts
    • Video Learning Library
    • Valuable Links
    • Contact Us
    • Location
    • Our Planning Resource
    • Newsletter Sign Up
    • Holistic Balance Sheet
    • Client Access
    • Serving Medical Professionals
    • The Physician's Conundrum
    • Residents, Interns, and Fellows
    • Practicing Physicians
    • What is Disability Insurance?
    • Three Financial Places
    • Articles of Interest
    • Retirement EKG
    • Serving Medical Professionals
    • The Junk Drawer
    • Fresh Eyes
    • The Lyon Group Mission
    • Transformation vs. Transaction
    • What We Do
    • 365 Saturdays
    • Whom We Help
    • Protecting Human Capital
    • The Holistic Balance Sheet
    • Tax Diversification
    • The Value of an Advisor
    • Community Involvement
    • The Lyon Group Blog
    • Events
    • Current Opportunities
    • Interview Application
    • GPS Checklist Form
    • GPS Checklist for Physicians
    • Why We Do It
    • Tell A Friend
  • Products & Services
    • Services
    • Business Services
    • Products
    • Individual Services
    • Services for Physicians
    • Our Services
  • Account Access
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Eagle Strategies
  • Contact Us
 
  • It all starts with you

  • We're right here
    with you

  • Bring your career to life

  • We have the answers... and we're happy to share

  • What do you want
    to do?

  • Bring your career to life

  • We're in this together

  • We have the answers... and we're happy to share

  • We're right here
    with you

  • New York Life is dedicated to serving professional advisors

  • We're here
    to help

  • Bring your career to life

  •  
 

Concepts

  • Human Capital, the Missing Piece of your Portfolio
  • Bank of Dad
  • Asset Allocation
  • Basic Estate Planning
  • Business Transfer Issues
  • Cash Flow Analysis
  • Choosing the Right Insurance
  • Donor Advised Funds
  • Estate Planning for Non-Citizens
  • Financial Planning Summary
  • Income Tax Planning
  • Risk and Return
The Lyon Group

Contact Us

4357 Ferguson Dr. Suite 240
Cincinnati, OH 45245
  • Office: 513.753.9966
  • Toll Free: 800.875.5966
  • Fax: 513.753.1790

  • E-mail address: bill@thelyongroup.net
LinkedIn
  • Home
  • About Us
    • Our Mission
    • Our Difference
    • Meet Our Team
    • The Lyon Group History
    • Central Values
    • Philosophy
    • Clients
    • Financial Navigation System SM
    • Goal Positioning Sheet
    • Professional Resources
    • In The News
    • Concepts
    • Video Learning Library
    • Valuable Links
    • Contact Us
    • Location
    • Our Planning Resource
    • Newsletter Sign Up
    • Holistic Balance Sheet
    • Client Access
    • Serving Medical Professionals
    • The Physician's Conundrum
    • Residents, Interns, and Fellows
    • Practicing Physicians
    • What is Disability Insurance?
    • Three Financial Places
    • Articles of Interest
    • Retirement EKG
    • Serving Medical Professionals
    • The Junk Drawer
    • Fresh Eyes
    • The Lyon Group Mission
    • Transformation vs. Transaction
    • What We Do
    • 365 Saturdays
    • Whom We Help
    • Protecting Human Capital
    • The Holistic Balance Sheet
    • Tax Diversification
    • The Value of an Advisor
    • Community Involvement
    • The Lyon Group Blog
    • Events
    • Current Opportunities
    • Interview Application
    • GPS Checklist Form
    • GPS Checklist for Physicians
    • Why We Do It
    • Tell A Friend
  • Products & Services
    • Services
    • Business Services
    • Products
    • Individual Services
    • Services for Physicians
    • Our Services
  • Account Access
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Eagle Strategies
  • Contact Us

William F. Lyon, and Robert (Bob) A. Nienaber III are collectively registered as an investment adviser representatives under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of OH, FL, IN, KY, MI, and VA. As such, these services are strictly intended for individuals residing in these states.

William F. Lyon, Robert (Tony) Nienaber, and Robert (Bob) A. Nienaber III are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 4357 Ferguson Drive, Suite 240, Cincinnati, OH 45245. In this regard, this communication is strictly intended for individuals residing in the states of OH, KY, IN, FL, MI, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

William F. Lyon, Robert (Tony) Nienaber, and Robert (Bob) A. Nienaber III are also agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of OH, IN, KY, MI, MO, SC, TX, VA and WV. No insurance business may be conducted outside the states referenced.

The Lyon Group is not owned or operated by NYLIFE Securities LLC or its subsidiaries. Neither the Lyon Group, its employees nor NYLIFE Securities LLC or its subsidiaries render tax legal or accounting advice. Please consult your professional advisors regarding your particular situation.

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NYLIFE Securities LLC, Member FINRA/SIPC.