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) |
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Life Insurance Review | |||||
Other Insurance (home, auto, etc) |
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Rollovers, Pension Plans, Annuities | |||||
Goal Setting | |||||
Debt Management, Reduction, and Leverage | |||||
Record Keeping & Spending Plan |
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Employee Benefits Review | |||||
Compensation Negotiation | |||||
Entrepreneurial Development / Small Business Coaching |
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Mortgage/Home Buying • Fee Reduction • Refinance Analysis • Tax-Based Mortgage Analysis |
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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 |