Patrick Lynch Financial
About
We operate as a fee based Investment Advisor Representative and do so from a Fiduciary platform, meaning the customers needs are served first and foremost.
We talk a lot about downside protection (active money management versus set it and forget it)
Taxes are often times the #1 expense in retirement and we address that all along the way.
Most of our clients are nearing retirement, and a Written Income Plan is one thing that differentiates us from others in our space.
Social Security Maximization along with Tax-Efficient Planning are also a big part of our practice
We have been doing this for a long time. In fact 2 of my 3 childred are coming into the business. We have helped hundreds of people and families over the years with numerous references if needed.
Highlights
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
Identifying what their needs and goals are is first.
What education and/or training do you have that relates to your work?
34+ years in thefinancial services arena. Hundreds of satisfied clients- lot's of training and degrees