Philip J. Lyons formed Coordinated Financial Programming, Inc. (CFP) in 1968 and operated the firm as its CEO through 1995. At that time, CFP, Inc. merged with AKORP to form New Century Planners, LLC. Both AKORP and Coordinated Financial Programming were the first Chicago firms invited to be members of the M Financial Group, the premier insurance marketing consortium in the United States. New Century Planners works with high net worth individuals and corporations in providing:
- Business continuity
- Wealth transfer planning
- Executive compensation plans
- Funding of employee benefits
Phil is a founding member of both the Twenty-Five Million Dollar Forum and Top of the Table. These organizations represent the most successful one-half of one percent of the insurance agents in the United States of America and the world. He is also a long-time member of the Association for Advanced Life Underwriting (AALU). Mr. Lyons has been a speaker at the Top of the Table, Twenty-Five Million Dollar Forum and the Chicago Estate Planning Council.