Risk management
Plans address personal risk and potential areas of exposure.
Lyman Group
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About Lyman Group
Financial advising for individuals, families, and closely held businesses is the core service. The Lyman Group develops tailored plans covering personal risk management, business continuity, and wealth transfer. Its process includes educating clients about possible solutions, collaborating with their other advisors, and advocating for them throughout the process, including identifying potential exposure and negotiating underwriting offers. Planning topics include asset protection during working years, supplemental tax-favored retirement income, and strategies for business operations and succession. The group also helps clients consider legacy and wealth transfer goals. It serves clients in Seattle.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Lyman Group and not provided by the business.
Services & specialities
Highlights
Business continuity
Strategies support closely held businesses and succession planning.
Wealth transfer
Planning addresses asset protection and legacy goals.
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