Our Firm

Lynch Financial is committed to helping you pursue your long-term financial goals. As specialists in retirement income planning and estate conservation, we can help you answer the questions you may have about your financial future.


  • When do I take Social Security?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • Do my investments compliment my retirement income plan?
  • How can I "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?


We offer financial products and services tailored to your individual needs. We customize your plan based on your goals.  We help you towards feeling confident about your nest egg.  Lynch Financial is committed to you for the long term - we can help you retire with confidence.