Category: Financial Planning

BRI Financial Planning Tips from a San Antonio Financial Advisor

Biblically Responsible Investing Financial Planning

by Darryl W. Lyons 8 Jan 2024

BRI Financial Planning Tips from a San Antonio Financial Advisor

If you are like most people, you spend time each month looking at your financial statements, but how often do you consider the impact of...

Biblically Responsible Investing: Merging Faith and Finances

Biblically Responsible Investing Financial Planning

by Darryl W. Lyons 18 Dec 2023

Biblically Responsible Investing: Merging Faith and Finances

The intersection of faith and finance isn’t just a topic for sermons on Sunday; More and more individuals and couples are seeking ways to ensure...

Why BRI Matters: Insights from a Leading San Antonio Financial Advisor

Biblically Responsible Investing Financial Planning

by Darryl W. Lyons 12 Dec 2023

Why BRI Matters: Insights from a Leading San Antonio Financial Advisor

Given the turmoil in today’s world, many of us are looking for ways we can make a meaningful difference, not only in our personal lives...

How to Find a CFP® Who Practices BRI Principles: A Step-by-Step Guide

Biblically Responsible Investing financial advisor San Antonio Financial Planning

by Darryl W. Lyons 11 Dec 2023

How to Find a CFP® Who Practices BRI Principles: A Step-by-Step Guide

Navigating the intricate world of financial planning can be daunting, especially when seeking professionals who align with your faith and values. Many individuals and families...

Can Strategic Financial Planning in San Antonio Help Lower Your Taxes?

financial advisor San Antonio Financial Planning

by Darryl W. Lyons 27 Nov 2023

Can Strategic Financial Planning in San Antonio Help Lower Your Taxes?

As a high-income earning entrepreneur, professional, business owner, or executive, you’ve worked hard to accumulate significant wealth over the years. While this accomplishment brings great...

Combining Biblical Values with Modern Financial Strategies

Biblically Responsible Investing Financial Planning

by Darryl W. Lyons 20 Nov 2023

Combining Biblical Values with Modern Financial Strategies

Welcome to a unique discussion that intersects your faith with your financial well-being. Given recent events, both in the United States and abroad, now is...

San Antonio BRI Financial Planning: Aligning Your Faith and Values

Biblically Responsible Investing Financial Planning

by Darryl W. Lyons 13 Nov 2023

San Antonio BRI Financial Planning: Aligning Your Faith and Values

In recent years, the financial world has seen a rise in trends that reflect a deeper, more holistic view of money management. We aren’t just...

3 Financial Planning Strategies That Can Kickstart 2024

Financial Planning

by Darryl W. Lyons 30 Oct 2023

3 Financial Planning Strategies That Can Kickstart 2024

Planning for 2024 doesn’t have to be a complex, time-consuming ordeal. There are some proactive steps you can take now to position yourself for a...

Countdown to 2024: Optimize Your Retirement with Five Year-End Steps

Financial Planning retirement

by Darryl W. Lyons 26 Oct 2023

Countdown to 2024: Optimize Your Retirement with Five Year-End Steps

If you’re a professional, executive, or business owner in Texas living in the San Antonio area and preparing to retire in 2024, congratulations! As you...

Your Guide to Making Impactful Year-End Charitable Gifts

financial advisor San Antonio Financial Planning

by Darryl W. Lyons 23 Oct 2023

Your Guide to Making Impactful Year-End Charitable Gifts

As the year draws to a close, many of us think about our opportunities to make a significant difference in our communities. This guide is...

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