Wealth Management 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 ServicesRetirement planningPortfolio management and asset allocationEstate and disability planningCash flow and savings analysisInsurance, risk analysis, and risk evaluationCollege funding for children (and grandchildren)Social Security income planning and analysisGetting the most from executive compensation and stock optionsCaring for elderly, and inter-generational wealth transfer strategiesCharitable givingCoordination with your other professional advisorsTax PlanningIntegrated tax planning and investment advice under one roofReview of your income tax return to highlight opportunities for tax savingsWork with your CPA to develop tax efficient strategiesFREE consultation with our affiliated CPA firms (for 2nd opinions)InvestmentsMutual Funds, ETFs, and StocksManaged AccountsCorporate and Muni BondsTax-managed investmentsAnnuities- fixed, indexed, variableReal Estate ConsultingInsurancesLong-Term CareLong-Term DisabilityAnnuitiesLife How Can We Help? Name Email Address Phone Question Thank you! Oops!