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