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Mary Lyons
Financial Advisor and Founder of Benchmark Income Group and The Wealth Woman
Mary Lyons is a prominent financial advisor and entrepreneur based in Dallas, Texas. She is the founder of Benchmark Income Group and The Wealth Woman, focusing on helping clients create more spendable income in retirement.12
Career Background
Mary has over 16 years of experience in the financial industry. Her career journey includes:
- Financial Representative at Financial Process Group (March 2006 - June 2008)
- Financial Advisor at Personal Economics Group (June 2008 - March 2020)
- Financial Advisor and Founder of Benchmark Income Group and The Wealth Woman (March 2020 - Present)1
Approach and Philosophy
Mary's approach to financial advising is unconventional and focused on creating true wealth for her clients. Key aspects of her philosophy include:
- Emphasizing income streams over net worth
- Aiming to help clients retire earlier with more predictable income
- Using a combination of investment and insurance products to create reliable income streams
- Focusing on giving clients the freedom to pursue their purpose and live exciting lives2
Achievements and Recognition
Mary has established herself as a leader in her field:
- Recognized as part of the nation's top 1% in the industry
- Recipient of the Chairman's Council Award (top 10 producers with American United Life Insurance Company®) for ten consecutive years
- Teaches her methods at national conferences and consults with top industry professionals3
Company Culture
Benchmark Income Group, founded by Mary, stands out in the financial industry:
- 94% of the company's employees are women, contrasting with industry norms
- Focuses on helping clients live fuller lives, viewing money as a tool for achieving dreams
- Emphasizes integrity and putting people before profit23
Mary Lyons continues to challenge conventional financial advice, aiming to revolutionize how people think about money and retirement planning through her work at Benchmark Income Group and The Wealth Woman.