Benefits of Our Free Assessment
You will have a no obligation one-on-one phone conversation with one of our wealth management experts who will assess your current financial and retirement landscape, provide insightful information that can benefit you today and will discuss how we can help create and meet your financial objectives.
Who is a good fit for Lynch Financial Services?
Individuals over age 50 who are retired or want to know they have the ability to retire one day.
Diligent savers who have accumulated investment and retirement assets of $750,000 or more. (Excluding real estate.)
People who want to delegate all retirement planning and investment management to an expert so they can spend time on things that matter most to them.
Your Free Retirement Checkup
1
Schedule a Call
Schedule a call where we can have a relatively brief (15 minute) chat where we can learn about your needs and we can then make sure that your financial situation is a match for our expertise. If it isn’t a fit, we will try to help point you in the right direction of someone who might be.
2
Meeting
We will have a more in depth meeting (this can be done remotely via Zoom or in our office). This meeting will last approximately one hour and we will discuss your financial goals and current financial situation. To have a productive meeting, we will request some important financial documents.
3
Review
Our team will review the items discussed during our meeting and the documents provided and will prepare an initial assessment of your financial situation. This will include comments on: the status of reaching your financial goals, your investment portfolio, and potential tax savings.
4
Follow-Up Call
We will review the completed assessment with you and answer any questions you have. At the conclusion of this meeting, we will provide you with a proposal for providing ongoing Wealth Management services which will detail all the fees that we charge.
5
Sleep On It
We don’t believe in a high pressure sales process. We will ask you to review our proposal and give it additional thought. We will follow up with you in several days to answer any questions and determine if it makes sense to move forward with our services. If you decide not to work with us, we will part as friends and we believe you will have gained valuable information from the process.
