Jon B Lybeck
Jon B Lybeck
CRPC®
Financial Advsior
(800) 321-8570 Ext. 7007 or
(800) 321-8570 Ext. 7007
17250 Newburgh Rd
Livonia, MI 48152
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My Background

I assist individuals and families at Zeal Financial Advisors located at Zeal Credit Union reach their financial goals by providing financial advice based on decades of experience creating realistic and detailed financial plans. I am deeply committed to my clients' financial well-being, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.

As a Chartered Retirement Planning CounselorSM or CRPC®, I focus on helping members and non-members to clarify their financial situation and reach their financial goals. My extensive knowledge of Thrift Savings Plan (TSP), 401(K), 403(B), 457(B), pension plans and IRA’s will benefit you in making appropriate decisions for your situation. Here are just a few I can help you with:

  • Understand your employer sponsored retirement and pension benefit options.
  • Balance and build a non-retirement investment account.
  • Accurately determine and review your life insurance needs.
  • Develop additional financial planning strategies that may be needed to meet your unique set of circumstances.
  • Assist you with consolidating existing retirement plans from previous employers.
  • Develop education and generational gifting strategies.

Working together, I'll help you make solid financial decisions consistent with your comfort level, investment timeline and financial goals. The end result will be strategies tailored to help you accumulate, protect, use and transfer assets in a way best suited for your distinctive set of circumstances. Periodically, we'll review your situation and make adjustments if necessary.

As an active and sociable individual, I enjoy traveling to warm places along the ocean as well as busy fun-loving cities with my family. Our home is nestled away in Waterford, which my wife Paula and I share with our four lovable dogs! Around home, I challenge myself with turning old items into new treasures with my creative eye and woodworking skills. Outside of traveling and spending time with my family, I am an avid photographer and enjoy capturing the historical beauty Detroit has to offer. 

I am a Financial Advisor and Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.

It is easy to get started.  Please contact me for a no-cost, no-obligation consultation.

Professional Services
  • Financial Planning
  • Long Term Care Insurance
  • 401(k) Planning
  • Wealth Preservation
  • Estate Planning
  • Wealth Management
  • Tax-advantaged Investment Planning
  • Retirement Planning
  • Education Funding
  • Life Insurance Planning