Wendy tells her story on san diego living


First, we weed out and identify the biggest financial challenges and concerns you have about your future, family or business.

Next, we identify where your wealth may be susceptible to erosion or loss and put strategies in place to protect it.


step 2: plant the seeds

2008 is going to happen again.  I don't know when, but when it does, I want my clients - not others - in control of their financial future.


Thank you for helping our Small Business Owners become financially secure!  It's women like you who help other women that make this world a better place!! --Remy M., President, NLBWA-SD

"Wendy...You are a gift not just to me, but to the world. Thank you for entering my life. You make a huge difference; you inspire me; you up-lift me; you generate the energy I need to continue doing what I am doing. Bless your heart for all the good you spread here and everywhere around the globe."        --Aliza A.

Wendy, "The Financial Lyon," specializes in wealth strategies that work in real life—not just on paper.  She excels in coordinating financial solutions that provide Guaranteed Wealth (yes, there is such a thing!), causing her clients to become confident and worry free about their financial futures.  Her goal:  "To make the secrets of the wealthy available to the masses.”  Wendy learned the hard way about not protecting what matters most - your life - early on.  After her 24-year-old husband died in a motorcycle accident, Wendy was left to raise two daughters, 1 and 3 years old, without having planned for the unexpected.  There are no "do overs" in life, and Wendy's passion is to inform, educate, and empower individuals and businesses with lessons learned from her experience - to build wealth on a firm foundation of protection.  Wendy can be heard on KCBQ, ESPN, seen on OANN, SD CW6, is the financial contributor for and volunteers her time raising funds to fight human trafficking.

Disclosure Statement:  The material provided here is for informational use only.  The views expressed are those of the author and do not necessarily reflect the views of Penn Mutual or any other company.  This information is not a substitute for obtaining legal, tax, or other professional advice from a qualified, independent advisor. You should not rely solely upon this information in making any decision to buy a product from Penn Mutual or any other company.  Wendy Lyon is insurance licensed in the following states: CA, GA, MD. This is not an offer or solicitation in any states where not properly licensed and/or registered.  [CA License No. O1O9071; GA License No. 3102106; MD License No. 2152404; NPN No. 16813596]

  • Guaranteed Contractual Wealth
  • Retirement Planning
  • Business Succession Planning
  • Multi-generational Planning


Once we create your plan, we continue to "nourish and grow" and "prune as needed" to ensure you stay on track.

I and my team specialize in working with women in a "no judgment zone" atmosphere of integrity, trust and acceptance.

step 3:  nourish & maintain


NOTE:  If your answer to these questions is "yes," the gift of permanent life insurance may be a great option to make those desires a reality.

  • Do you want to efficiently transfer wealth?
  • Have some liquid assets that are not needed to maintain your standard of living?
  • Wish to positively impact your heirs by leaving a legacy?

(I hate spam, too, and will never share your email address.)

"THE BESt way to predict your future is to create it."

-AbE lincoln


Southpark portrayed this best. Don't let this  happen to you.

Wendy lyon


  If you want to rule the financial jungle,

you need "The Financial Lyon."

planning for retirement ?

Fill in the form below to receive our Free Retirement Packet containing:

  • Can You Afford to Retire?
  • Common Retirement Mistakes
  • 7 Ways for Business Owners to Take Charge of Retirement
  • Medical Realities Today & What They Mean for Your Assets

The perfect gift for graduation: 

the Gift of a Lifetime...for a Lifetime.

  • Do you think your children/grandchildren will be better off financially than you?
  • Are you concerned about the future cost of education for your grandchildren?
  • Will your children be able to afford a comfortable retirement?

The Gift of Permanent Life Insurance Can Provide a Lifetime of Possibilities.
In addition to providing guaranteed death benefit protection, giving your loved ones a permanent policy can help towards achieving their future goals, such as:

  • Continuing education 
  • Making a house down-payment
  • Starting a business
  • Getting married
  • Buying a car
  • Retirement
  • and more...

Contact me to learn more about building a financial foundation for your children and grandchildren.  I did it for all my grandchildren.  It's like "wrapping them in a financial security blanket" for their entire life - no matter what happens in between.