The Transition Process
The first step of the retirement financial analysis process is identifying retirement goals and all sources of retirement income. We then complete a Goal Planning and Monitoring Profile for each client.
What is the Lynch Strategy?
The first step of the retirement financial analysis process is identifying retirement goals and all sources of retirement income. We then complete a Goal Planning and Monitoring Profile for each client.
How Are We Different?
The Lynch Retirement Group was named on The Forbes Best-In-State Wealth Advisor List along with the Barrons Top 1200 Financial Advisors for four consecutive years. We’ve been doing this for over 37 years.
