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David Lyon Ameriprise Financial Advisor

David Lyon

ChFC®

Financial Advisor

We shape financial solutions for a lifetime.®

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717.441.4801

david.r.lyon@ampf.com

 
 
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Office Location

4909 Louise Dr
Ste 106
Mechanicsburg, PA 17055-6900
Map Phone: 717.441.4801 Fax: 717.441.4808

Pay off debt and save

If you're uncomfortable with your level of debt or savings, you're not alone. You may have opportunities to more efficiently structure your debt and make room for savings. Together, we can create an action plan to help you feel more in control.

Your Retirement Puzzle

These days, it's not unusual for retirement to last 20-30 years - or even longer. That means you'll need to create a secure income for yourself that will be there for you as long as you'll need it. I'd like to share a short video with you that i think you'll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it.

Visitriversource.com/puzzleto view "How do you solve your retirement puzzle?" After you've watched the video, contact me and we'll talk about how this income solution might fit into your retirement plans.

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    License Information

    I am licensed and registered to conduct business in PA.
    Based on licenses and registrations I hold, I may also conduct business in FL, NH, SC, VA, NY, NC, MA, DC, GA, OH, MD, CA, NJ.

    CA Insurance #0B91098

    • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
    • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
    • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
    • Ameriprise Financial cannot guarantee future financial results.
    • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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