LEGACIES THAT LAST FOR
LEGACIES THAT LAST FOR Generations

Comprehensive wealth planning built with your individual needs in mind.

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Rob Lyons

Rob Lyons, CFP®

Managing Partner & Financial Advisor

"Our client relationships are built on a foundation of trust, propelled by the knowledge it takes to succeed."
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KEVIN LYONS

PARTNER & FINANCIAL ADVISOR

“There is a powerful feeling in helping people achieve their financial goals…Knowing that you are a part of creating a lasting legacy is extremely fulfilling”
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Kevin Lyons
Kelly Morris

KELLY MORRIS

CLIENT RELATIONSHIP MANAGER

“The personal approach we take here makes all the difference. Our clients really are like family, and having this trusting relationship makes every success much more rewarding.”
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TERRY HASTINGS

FINANCIAL ADVISOR

“By taking a holistic and highly individual approach to investment, we are creating new potentials for success at every turn.”
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Terry Hastings
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Investment Planning

“Building a legacy of wealth starts with good planning.”
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Family

Financial Planning

“Create a road map between where you are and where you would like to be.”
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Risk/Insurance Planning

“A realistic approach to risk management simplifies the planning process.”
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Fiduciary Trust Services

“Caring for your legacy is the highest priority.”
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The latest in your world
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What Lies Ahead for the Slowing U.S. Economy?

2020 has been one of the most unusual years for investors that we have ever experienced, and we are currently seeing a growing disconnect between the slowing economy and the stock market. Generations Wealth Planning (GWP) believes the stock market is currently reflecting excessive optimism. We recommend that investors do not increase their exposure to […]
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The Financial Investment Process

1- Client Profile: For your investment plan to be secure, it needs to fit you perfectly. Together, we create an individualized profile to understand your personal goals & objectives, risk tolerance and time horizon. 2- Financial Plan: A financial plan you can trust makes all the difference. Zeroing in on your ideal financial picture, we […]
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Market Update: The Wild Ride Isn't Over Yet

The global pandemic has disrupted the markets over the past several months and at Generations Wealth Planning, we believe the wild stock market ride isn’t over yet. Stock market prices have recovered quickly, but the roller coaster ride isn’t over yet. Some parts of the economy will have a hard time recovering, and since we […]
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