Home - Lynch Financial Group

Welcome

The Lynch Financial Group (LFG) is an Independent Fee-Based financial planning firm with a focus on retirement income planning services for individuals and small business owners.

We are a leader in providing Retirement Income Planning Services, as a result of its unique approach to servicing the needs of pre-retirees, as well as those already enjoying their retirement

The essence of the Lynch Financial Group is in:

Our approach - Providing an unbiased, objective and thorough approach to both financial planning and wealth management.

Our Clients - Exclusively focused on individuals and small business owners. As a result of their financial success many clients face complex planning problems that require a depth of expertise and sophisticated solutions.

Our Results - LFG's strong growth is a result of the trust and confidence we've earned based on results we've achieved for clients.

Our Organization and Culture - Privately owned and independent, with an in-house multi-disciplined team. We are singularly focused on helping our clients pursue their goals.

Financial Planning offered through LPL Financial. A Registered Investment Advisor.

Newsletters

Election Year Tax Talk: Deciphering the Terminology

This year's election chatter is sure to include a healthy dose of tax talk. To keep up, here are five terms you should ...

Business Owner Succession Planning

Every successful business owner must eventually face the question: What will happen to my business when I become disabled, retire, or die? Sooner or later, you will ...

Seniors Are Often Targets of Scams

Anyone can fall victim to a financial scam, but seniors tend to be particularly popular targets. Frequently, fraud perpetrated against seniors is not reported ...

Can I provide annuity payments to my heirs after I die?

You may be able to provide income payments to your heirs for the rest of their lives through the use of a stretch annuity. A stretch annuity (also ...

Can I deduct losses from my variable annuity?

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	The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. Investing involves risk, including possible loss of principal. All indices are unmanaged and cannot be invested into directly. The tax information provided is not intended to be a substitute for specific individualized tax planning advice. We suggest that you consult with a qualified tax advisor. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial Securities and Advisory Services offered through LPL Financial, a Registered Invesment Advisor. Member FINRA /SIPC