Pursing and Defining True Wealth with Daryl Lyons
Preparing for life’s next chapter requires purpose, wisdom, and a solid financial plan. On today’s episode, I had the pleasure of discussing the importance of transition practice and tax strategy with Daryl Lyons Darrell Lyons of Pax Financial Group. Pax Financial Group serve clients nationwide, focusing on aligning investment strategies with religious convictions, especially in a polarizing environment. They address conflicts of interest in investments and provide case studies on marriage support and strategic charitable giving through donor-advised funds. The episode covers the importance of personalized financial solutions, the assessment process for charitable giving, and advice for business owners on financial stability and legacy planning post-exit. Darrell emphasizes the need for purposeful transition planning and tax strategies for entrepreneurs.
“Understanding clients’ goals is essential in providing personalized financial solutions.” – Daryl Lyons
What you will learn:
- The value of Judeo-Christian values
- Navigating financial conflicts with religious convictions
- Legacy and engagement through charitable giving
- Assessment and Valuation Process
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