Lyman Financial provides financial planning services to individuals. These services include cash flow management, debt planning, insurance planning, estate planning, tax planning, and investment planning. Clients have the right to refuse recommendations, but Lyman Financial reserves the right to end the relationship if this prevents them from properly servicing the client.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Lyman Financial provides ongoing financial planning services for a fixed fee of $375 per quarter.
Annual Retainer:$1,500/year
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