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DATE: ___/___/___AligningYOUR WEALTH with YOUR Values privacy and confidentiality of your personal information is very important to us. We adhere to all privacy and confidentiality requirements for

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Lyon Group Fact Finder is a document used to gather essential information about a client's financial situation, goals, and risk tolerance in order to provide tailored financial advice and recommendations.

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The purpose of Lyon Group Fact Finder is to gather relevant financial information from clients to better understand their financial situation and provide appropriate financial advice.

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Information such as financial assets, liabilities, income, expenses, investment objectives, risk tolerance, and financial goals must be reported on Lyon Group Fact Finder.

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