Investing

Plan. Develop. Monitor.

At Lyons Den Capital, we take an individualized approach to determining each client’s risk tolerance and financial goals and objectives, after which a fully diversified portfolio is constructed based on the client’s needs. The portfolio is regularly monitored on an ongoing basis to ensure that we are building a future we planned for and one that you deserve.

Tax Planning

Overwhelmed by Taxes?

Our goal with Tax Planning is to provide advice to help reduce your tax burden, as well as offer investment strategies that are tax efficient.

Insurance Needs Analysis

Planning for the Unexpected.

If something happens to you, what will happen to those you leave behind? Life Insurance helps bridge the gap between the financial needs of your family and the amount of financial resources that are available, should the unexpected happen. At Lyons Den Capital we are committed to making sure you are prepared and we do so through conducting a thorough analysis to determine what is needed to ensure your family is financially prepared.

Secure your Family’s Future!

With proper planning, we can help you minimize your expenses when settling a family members’ estate. We work with you and your family to set up appropriate estate plans to make sure that valuable property and other belongings go to the right people.