Partner with a Fee-Only, Fiduciary & independent financial planner—your future self will thank you.
Advice-Only Financial Planning
Jay Abolofia, PhD, CFP® is a fee-only financial planner in Waltham, MA serving clients in Greater Boston, New England & throughout the country. Lyon Financial Planning provides advice-only comprehensive and hourly financial planning for a flat fee to help clients in all financial situations. As a fee-only, fiduciary & independent financial advisor, Jay Abolofia is never paid a commission of any kind & has a legal obligation to provide unbiased & trustworthy financial advice.
Stop Guessing. Start Planning.
I utilize a data-driven economics-based approach that takes the guesswork out of financial planning.
Say No To Asset-Based Fees.
I charge a flat fee for financial planning that empowers you to take control of your finances.
Fee-only Compensated directly by you.
Fiduciary Obligated to act in your best interest.
Independent No commissions or referral fees.
Advice-only No asset management for an ongoing fee.
Professional Affiliations
Do you want a safe living standard floor, inflation-adjusted income & to minimize the risk of running out of money?
Read Jay Abolofia’s article on How to Build a TIPS Ladder and employ Upside Investing
Watch Jay Abolofia discuss the economy & inflation with Professor Laurence Kotlikoff on the MaxiFi Webinar Series
Jay starts at 21:27
Listen to Jay Abolofia discuss risk & stock market volatility with Allan Roth on the RetirementRevised Podcast