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Services Offered

As a registered member of the National Association of Personal Financial Advisors (NAPFA), Lynch Financial Advisors is the only firm in this group that provides fee-only comprehensive financial planning.

Comprehensive Financial Planning Lynch Financial Advisors “Financial Planners” (American Express, Prudential) "CPAs, Tax Accountants”
(H&R Block)
"Insurance Agents”
(New York Life,
Met Life)
“Brokers”
(Merrill Lynch, Morgan Stanley)
Financial Independence Planning        
Portfolio Analysis
Retirement Analysis
Estate Planning      
Educational Planning       
Tax Planning          
Tax Preparation            
Tax Projection          
Stock Option Planning
(NQ, ISO, ESPP)
         
Life Insurance Review            
Other Insurance
(home, auto, etc)
          
Rollovers, Pension Plans, Annuities
Goal Setting
Debt Management, Reduction, and Leverage          
Record Keeping
& Spending Plan
          
Employee Benefits Review           
Compensation Negotiation           
Entrepreneurial Development /
Small Business Coaching
          
Mortgage/Home Buying
• Fee Reduction
• Refinance Analysis
• Tax-Based Mortgage Analysis
     
Unlimited Advice           

 

How Advisors
Get Paid
Lynch Financial Advisors “Financial Planners” (American Express, Prudential) "CPAs, Tax Accountants”
(H&R Block)
"Insurance Agents”
(New York Life,
Met Life)
“Brokers”
(Merrill Lynch, Morgan Stanley)
Fee Only          
Commission  
Hourly Rate          
Assets Under Management      

 

Color Key :  Always  Sometimes  Rarely   Never

 

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In accordance with the Investment Advisors Act of 1940, NO information contained within this website pertains to asset management, returns on portfolio or market related financial guidance. All information included in case studies are in broad scope and do not reflect any changes in portfolio values. We do not guarantee financial returns.