Lynch Financial Services
About
Lynch Financial Services has been helping retiirees and pre-retirees with their financial and estate planning needs in The Greater Boston area for the past two decades.
I truly enjoy working with people to improve their financial situation.
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Frequently asked questions
What is your typical process for working with a new customer?
Initial discussion to assess needs, review current situation and develop a plan that meets those needs.
What education and/or training do you have that relates to your work?
30 years of experience in the financial services industry working with indivusls who need help planning their financial future.
Do you have a standard pricing system for your services? If so, please share the details here.
No charge for an initial consultation. Hourly fee or other arrangements can be made after initial discussion.
How did you get started in this business?
My first job was with an investment firm in Boston after finishing college.
What types of customers have you worked with?
Clients include those planning for retirement or those who need to build a financial plan. Most clients range in age from 50 to 90.
Describe a recent event you are fond of.
Working on an annual Radiothon to help veterans in need.
What advice would you give a customer looking to hire a pro in your area of expertise?
Look for someone you feel comfortable with and can talk with about your goals.
What questions should customers think through before talking to pros about their needs?
What am I trying to accomplish?
What are my most important concerns?
What is my risk tolerance?