Josh Lyon

Retirement Planning Specialist | Universal Retirement

Josh Lyon is dedicated to helping people build a secure and comfortable retirement. As a Financial Professional at Universal Retirement, he works closely with small business owners, police officers, firefighters, and educators—people who spend their lives serving others—to ensure they have the financial security they deserve. With a deep understanding of retirement planning strategies, Josh takes pride in making the complex world of financial planning simple and approachable.

What sets Josh apart is his commitment to truly understanding his clients’ needs. He believes that retirement planning isn’t just about numbers—it’s about people, their families, and their dreams for the future. His goal is to take the stress out of financial planning by providing clear guidance and personalized solutions tailored to each client’s unique situation.

Outside of work, Josh enjoys hiking, experimenting with new recipes in the kitchen, and spending time with his dog. Whether he’s exploring the outdoors or perfecting a homemade dish, he brings the same level of enthusiasm and attention to detail that he applies to his work.

Josh is passionate about helping others navigate their path to retirement with confidence.

 

 

 WA: 1239520

 CA: 4344645

AZ:  20969152

NV: 3953301

TN: 3002840285

UT: 1023565