Mooney Lyons, a wealth management firm specializing in retirement income planning, has launched a unique 5-step process called The Integrated Wealth Model.
This proprietary program was developed to provide a comprehensive wealth support platform built on real-world experience and resources that span the entire financial spectrum.
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The Integrated Wealth Model begins with an Interview process to lay the foundation for a successful collaboration.
After client objectives are clarified and considered, a personal wealth model is engineered and implemented to address the client’s unique opportunities and challenges.
The advisory team then incorporates specialized solutions for wealth management, tax and estate planning, long-term care, life, and health insurance, and even a review of your property and casualty and mortgage needs for a more complete retirement plan.
Mooney Lyons COO Greg Scheider said, "We recognized a long time ago that our industry needed to evolve from simple product sales. Our clients need active advisors who can build a relationship and then help look at the entire financial equation to provide the guidance and support necessary to navigate retirement."
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By GlobalDataIn addition to the launch of The Integrated Wealth Model, Mooney Lyons has also launched a new brand and website this week.
