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."
In addition to the launch of The Integrated Wealth Model, Mooney Lyons has also launched a new brand and website this week.
