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.

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  any life insurance 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 any life insurance company.  Wendy Lyon is insurance licensed in the following states: CA, GA. 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; NPN No. 16813596]

  • Guaranteed Contractual           Wealth (yes, there is such a thing)
  • Retirement Planning 
  • Business Succession Planning
  • Multi-generational Planning
  • Estate Planning
  • Life Insurance
  • Annuities (could you use a 2nd Social Security check?)

SERVICES

step 4: 

we implement the plan so you and yours can enjoy a happy, successful retirement! 

step 3:

my team works to fill in that gap plus more to hedge against inflation

step 1:  

what income do you need/want in retirement, both required and desired?

"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."

"Wendy,

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, National Latina Business Women's Association

planning for retirement?

I specialize in retirement planning and in filling in the income gap between retirement accounts, Social Security, and savings.  If you have any of these or other questions, reach out to me below.

  • Can I Afford to Retire?
  • What are the Common Retirement Mistakes?
  • How Can Business Owners Take Charge of Retirement?
  • What Can I Expect in Medical Expenses in Retirement?

telling my story on the san diego living show

(I was a redhead back then :-)

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

-AbE lincoln

TESTIMONIALS

step 2:

what is the income gap between what you have and what you want in the future?

"Wendy is the type of financial professional every woman, couple and business owner desires and deserves. She’s passionate about providing financial education so her clients can make the most informed decisions. She’s also empathetic, caring and truly interested in learning and addressing her clients’ unique concerns and helping them achieve their goals. Having overcome the struggles of being a young, widowed mother, she knows first-hand the importance of protecting loved ones. And, she selflessly gives back by sharing her story and providing unsurpassed financial education to her community. I highly recommend Wendy as a financial professional, and if you hear her speak or meet with her you’ll quickly understand why."

Deborah S. Poley
Business Consulting and Education at Charles Schwab & Co, Inc.

I fully believe that if you do the right thing, success will follow. - Wendy Lyon

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

click on the link, have a laugh, AND LET'S MAKE SURE THIS DoESN't happen to you.

There are ways to grow your money with no market losses, have guaranteed income for life, and even recoup some or perhaps all of your market losses.  (I did!)

Call/text me at 760.390.9380 now to find out how.

​"THE GREATEST GOAL YOU CAN DO FOR ANOTHER IS NOT JUST TO SHARE YOUR RICHES, 
BUT TO REVEAL TO HIM HIS OWN."
- BENJAMIN DISRAELI

to rule the financial jungle, you need "The Financial Lyon."

PRESS COVERAGE

PODCAST WITH MIKE SAUNDERS, MBA FEATURING

INFLUENTIAL ENTREPRENEURS ON BUSINESS INNOVATORS RADIO

As heard on Spotify, Apple, Audible, and Pandora. Wendy  "The Financial Lyon" helps her clients create their legacy.​

(Click the link above to read my story as told through my 3-year-old daughter's eyes,)

​"THE BEST WAY TO PREDICT YOUR FUTURE IS TO CREATE IT." - ABE LINCOLN

Wendy "THE FINANCIAL LYON"

Beautiful article!  What can I say, you're not only a Financial Lion, but a FINANCIAL WIZARD, too!  I'm blessed that I met you!

- Felicitas C.

"Wendy was the only financial advisor I spoke with that took all areas of my finances into consideration and came up with a plan to coordinate them all.  Others just wanted to sell me a product.  I've gone back to her as my life and finances have changed. She's not a "one and done."  She's there for you for the long haul, and I'm proud to say she's become a trusted friend."
- Karen Z.

TOO BUSY TO START PLANNING FOR YOUR FUTURE?

  WATCH THIS 2-MINUTE VIDEO AND DECIDE WHICH WOMAN YOU'D RATHER BE.