What We Offer

Getting the planning and advice to help you achieve your personal financial goals. We're here for you, whether you invest on your own or want us to manage your money for you. 

Personal One-on-one guidance 

Michael Lynch, CFP® will answer your questions and give you insights to potentially improve your financial plans. We use industry-leading research and analysis to help you reach your goals.

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Insights, Financial and Regulatory Oversight

You only get one chance at retirement so you better do it right. Michael Lynch, CFP® with over 25 years of experience will help you every step throughout your retirement. Michael Lynch, CFP® has the financial regulatory oversight of Lincoln Financial Securities Member FINRA  and SIPC,  Lincoln Financial Securities is a member of the Lincoln Financial Group which is the marketing name for Lincoln National Corporation and its affiliates.  Lincoln National Corporation is a Fortune 225 company. 

 

 

 

Michael Lynch, CFP® Bio      

 

 

 

Tools to guide you

Make smarter decisions with our mobile tools that monitor your finances with one easy click.

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