When you leave a job, whether you leave voluntarily, are laid off, or are fired you generally have five options.
Mary Lyons began her financial career as a young girl. A second-generation financial advisor, Mary’s fascination with investment planning started at dinner conversations with her parents, understanding wealth as a tool rather than an end goal. As Mary grew up, so did her interest and experience. Today, branded as The Wealth Woman, she is recognized as the top 1% nationwide in the industry. Mary also consistently receives the Chairman’s Council Award, presented to the top ten advisors with the companies of OneAmerica®.
In 2020 Mary’s success as a financial advisor allowed her to launch Benchmark Income Group™. She has brought together a team of talented financial advisors and staff with one goal in mind: to help create the means for clients to live their best life. Mary shares her strategies with the talented team of Benchmark Income Group™ so they can serve more clients seeking to live a purposeful life. Within in seven months of launching the company revenue had already exceeded a million dollars.
With the recognition Mary has earned, she teaches her ideas and methods at national conferences, consults with the industry’s best, and trains advisors in top firms across the United States. She is co-host of the popular podcast “The BIG Wealth Podcast,” and she has been interviewed for local, national, and international news programs as well as Yahoo Finance and MSN.
Insurance: FL, IN, LA, MI, NC, NM, NV, OK, SC, TX
Securities (FINRA Series 7 & 66): TX
Social Media: @thewealthwoman and @benchmarkincome on Facebook, Instagram and LinkedIn
Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Benchmark Income Group is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
These concepts were derived under current laws and regulations. Changes in the law or regulations may affect the information provided. Neither Benchmark Income Group, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.