About My Practice
As a Certified Financial Planner, I work with my clients in a holistic manner, with the goal of identifying where they are now, where they want to be and when they want to be there and then putting together a dynamic plan to help them achieve those goals. As a Certified Public Accountant, my goal is to help them achieve their goals in a tax-efficient manner through income-timing strategies as well as other tax-deferral and avoidance strategies. I greatly believe good tax planning can enhance overall returns and the achievement of financial planning objectives.
I relate very well with those who are interested in Retirement Planning and believe in the principles of Life-cycle planning including "building a floor" and "invest for upside". See riia-usa.org for more information.
I also love working with those of the "Sandwich Generation" as my wife and I cared for elderly parents for 5 years while raising and educating children into and through college. I understand the issues and difficulties involved and believe I can offer significant help.
Rounding out the inter-generational theme, also as a result of personal experience, I love helping high-achieving young people in the college planning process. The FAFSA is a tax-oriented form and I am passionate about tax-planning.
I also have great admiration for Small Business Owners. They drive the economy and are usually so focused on their businesses that they don't have time for the important planning issues. I relate to them because I have been one for almost 30 years.
Chris Lyding, CFP, CPA, PFS
Financial Advisor and Planner - February 2008 to Present
Real Estate Broker - November 1989 to February 2008
Real Estate Developer, Investor and Management - September 1983 to November 1989
Certified Public Accountant - July 1979 to September 1983 (obtained my CPA Designation 1983 after completing experience requirements)
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Considerations: Fiduciary Care, Full Compensation Disclosure
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.