Hi, I am
ChFC®
Meet Collin Lyon, the Everyday Giver's Advisor, dedicated to helping individuals transition from self-reliance to abundant living. Passionate about family, community, and church involvement, Collin believes everyone can leave a positive impact on the world sustainably. Join him in achieving financial prosperity with a purpose.
Fee-only advisors can't receive kickbacks for investments they recommend. This removes conflict of interest when serving you as a client.
Fiduciaries are legally obligated to provide advice in the best interest of the client, unlike other advisors who only ensure their advice is "suitable."
Collin Lyon is empowering Everyday Givers with personalized financial planning for abundant living.
I achieved the title of World Martial Arts Grand Champion and served as an instructor, where I honed my teaching abilities and shared my expertise with students, reinforcing the value of hard work.
I was serving as a missionary in Orlando, Florida, focusing on community outreach and personal spiritual growth.
I returned home from my mission and learned from my dad the powerful impact of consistent saving and investing, even with small amounts, through the power of compound interest.
I graduated from Arizona State University and began my career as a Financial Advisor at First Command Financial, focusing on Military and Federal clients, while prioritizing ongoing education for myself and my family.
We celebrated the birth of our first child, David Lyon, marking a new chapter in our family life.
I married Tirsa Lyon, creating a strong family. Despite our modest income, we were happy and self-sufficient while she served in the Air Force, providing stability as I finished college, and setting us up for a successful start to our adult lives.
We moved to Ohio after living in Hawaii for 8 months due to a man-made ecological disaster, experiencing a significant financial setback. However, we managed it with preparedness and resilience.
We purchased our first home in Ohio, focusing on our lifestyle and raising our children according to our values and aspirations.
We welcomed our second child, Lucas Lyon, into the family. I joined 11 Financial as a Financial Advisor, seeking alignment with my values of faith and family while prioritizing meaningful client relationships over conflicts of interest.
"Charitable gifting strategies have a dual impact - not only does the receiver benefit, but the giver also begins to craft a legacy which clarifies what is important to them."
“You may use budgeting apps as a complement to help you track expenses better and set reminders for envelope refills.”
"Understanding charitable tax deductions is more than just about tax savings. It's a strategic component of financial planning that aligns with one's philanthropic values."
Collin is an experienced financial planner specializing in Financial Planning for Professionals. With tailored strategies for doctors, lawyers, engineers, and more, Collin helps maximize your financial potential. From investments to retirement planning, trust Collin to navigate complex financial landscapes with ease. Schedule a consultation and secure your financial future with confidence.
Collin, our experienced financial advisor, excels in Philanthropic Planning and Charitable Giving Strategies. With a pragmatic approach, Collin helps clients navigate the complexities of giving back. Drawing from his knowledge of tax laws, charitable vehicles, and financial planning, Collin crafts tailored solutions that align with his clients' values and goals. Whether it's establishing a donor-advised fund or optimizing charitable contributions, Collin ensures that his clients make a meaningful impact while maximizing their financial benefits.
Collin specializes in Financial Planning for Military Families, offering practical solutions tailored to their unique circumstances. With a keen understanding of the challenges and opportunities inherent in military life, Collin provides personalized guidance to navigate complex financial terrain. Drawing from experience and a commitment to client-focused service, he ensures his clients achieve financial stability with confidence.
Collin specializes in Financial Planning for Members of the Church of Jesus Christ of Latter-Day Saints (LDS), offering tailored guidance that respects their faith and values. With a deep understanding of the unique financial considerations faced by LDS members, Collin provides personalized solutions to address their specific needs. Leveraging his experience and commitment to client-centered service, Collin ensures his clients achieve financial security while honoring their religious beliefs.
Explore how Collin, your experienced financial planner, can assist you with Behavioral Finance. With a keen understanding of human behavior's influence on financial decisions, Collin offers personalized strategies to overcome biases and reach your goals. Trust Collin to guide you through the complexities of Behavioral Finance with assurance.
"Outstanding professionals who deeply care for their clients."
