Charles Lyons

Charlie Lyons is a purpose-driven financial educator who helps families and entrepreneurs protect what matters most and build a legacy that lasts.

Known for his clear, compassionate communication, Charlie simplifies complex strategies to help clients grow their wealth, align with their values, and live with greater confidence, purpose, and freedom.

Start up meeting

Let's go over your Agent Packet and get business started.

1 hour

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Initial Meeting

Please join via laptop in a stationary position for efficiency and viewing pleasure. I'm looking forward to discussing your financial goals with you, ... Read more

45 minutes

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Personal Finance Review

Let's go over your Financial Needs Analysis together. The length of the meeting will vary depending on your specific needs and any questions that you ... Read more

1 hour, 10 minutes

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Agent Interview

Lets see if you qualify to work with The Miliare Group.

1 hour

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Annual Financial Review

Let's do a wealth check and see if any changes or additions need to be made to keep you on track.

1 hour

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Dominate Money Overview

Learn more about the products and services we offer.

45 minutes

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