Kierland Corporate Center
7047 E. Greenway Pkwy., Suite 350
Scottsdale, AZ 85254
(800) 687-3800 | (480) 951-0079
Lyle has built a successful practice by applying life experiences and financial training to the Financial Planning & Investment Advisory field. He works with business owners and professional clients to help them organize their wealth. His familiarity with both US and Canadian environments also allows him to help clients who are making or have made the transition between countries.
In today’s complex financial services environment, it is important to take an organized, long term view. At the same time, we need to understand the risks, taking the minimum amount of risk necessary to achieve our goals. A comprehensive financial planning process helps chart the course, consisting of:
- Understanding a client’s current situation
- Developing financial goals
- Identifying options to achieve the goals
- Evaluating the alternative strategies
- Creating a plan
- Regular monitoring and modification of the plan
The end result are goals and financial ideas that become clearly defined and consolidated into a comprehensive, trackable financial plan; a roadmap to work towards your financial goals.
Lyle has developed and managed high performing teams; identified market opportunities; constructed market strategies; guided execution of sales and distribution strategies to achieve penetration, sales and P&L targets; and successsfully developed & introduced new products. Through application of the attributes that contributed to his prior business success, Lyle implements successful wealth management strategies for clients.
Lyle’s background includes Bachelor of Engineering and Master of Business Administration degrees. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor℠ (CRPC®) designations, and is committed to acting in the best interests of his clients.
Areas of focus for Lyle’s practice include Financial Planning, Business Planning, Portfolio Management, Fixed Income, Education Planning, Retirement Planning, Social Security Strategy Evaluation, Social Security Long Term Care Insurance, Special Needs Planning, Estate Planning Strategies and Canadian – United States Cross Border Planning.