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Individual Services

Whether we are working with individuals or small to mid-sized businesses, all of our services start with a plan. As a CERTIFIED FINANCIAL PLANNER™ professional, Jerry Lynch puts the interests of his clients above all else. By starting with our clients’ goals, time frames, and risk tolerance, we determine the best-in-class investments and financial products that meet their needs.

Through all stages of our partnership, we place a premium on client communication and make ourselves available to you at your convenience. By providing weekly economic updates, monthly newsletters, quarterly comprehensive reviews, and frequent meets and educational workshops, we strive to strengthen your financial confidence through all chapters of life.

Here is a comprehensive listing of our individual financial planning, wealth management, and investment advisory services:

Financial Planning Services

  • Retirement planning
  • Portfolio management and asset allocation
  • Estate and disability planning
  • Cash flow and savings analysis
  • Insurance, risk analysis, and risk evaluation
  • College funding for children (and grandchildren)
  • Social Security income planning and analysis
  • Getting the most from executive compensation and stock options
  • Caring for elderly, and inter-generational wealth transfer strategies
  • Charitable giving
  • Coordination with your other professional advisors

Tax Planning

  • Integrated tax planning and investment advice under one roof
  • Review of your income tax return to highlight opportunities for tax savings
  • Work with your CPA to develop tax efficient strategies
  • FREE consultation with our affiliated CPA firms (for 2nd opinions)

Investments

  • Mutual Funds, ETFs, and Stocks
  • Managed Accounts
  • Corporate and Muni Bonds
  • Tax-managed investments
  • Annuities- fixed, indexed, variable
  • Real Estate Consulting

Insurances

  • Long-Term Care
  • Long-Term Disability
  • Annuities
  • Life


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