Michael S. Lynch

Michael S. Lynch

Lynch Financial Advisors

This advisor will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Principal

Offering advice since: 2000

Areas of expertise:

  • Annuities
  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Medical and Health Issues
  • Portfolio Management
  • Real Estate
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Michael S. Lynch:

For over 10 years, we have provided Fee-Only, comprehensive financial planning to individuals, couples and families, as well as small business consulting services.

Compensation and Fee Structures:

Annual Retainer and Financial Reviews

Licenses, Certifications & Affiliations:

* The Alliance of Cambridge Advisors Member
* NAPFA (National Association for Personal Financial Advisors)
* Series 65

Education:

MBA, Global Management
B.S. Business Administration (Finance & Economics)

Will provide references upon request?

Yes


Further information about Lynch Financial Advisors:

Lynch Financial Advisors

(Size of firm: 0-9 advisors)

What Makes Lynch Financial Advisors Unique?
First, we do not take commissions or sell products. These cause conflicts of interest and make most people uncertain of the advice they are getting (e.g. "Is this what I need or is s/he selling to me?"). We hold a fiduciary standard to our clients and are legally bound to put your interests first.

Second, we distinguish between two very important areas in financial planning: Behavioral (your personality, your family, your unique circumstances, etc.) and Financial (taxes, retirement, cash flow, etc.). The "marriage" of these two areas is what creates a successful financial plan and allows families to reach their goals financially, professionally and personally.

Third, Lynch Financial Advisors is a member of both the Alliance of Cambridge Advisors and National Association of Personal Financial Advisors (NAPFA), whose members, like us, practice Fee-Only Financial Planning.


Contact Information for Michael S. Lynch

Phone: 916-772-3103
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Fax: 916-772-3104

Address for Michael S. Lynch:
1700 Eureka Road
Suite 155
Roseville, CA, 95661

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