EXPERIENCED FINANCIAL GUIDES TO & THROUGH RETIREMENT
The world’s riskiest journeys require the most experienced guides. Don’t leave your retirement journey to chance.
At Lynch Financial Group we value the importance of educating our clients and their families. With over three decades in the industry, we are here to help solve your problems with the right answers, all with the fiduciary point of view.
We believe, as a team we can take you on a far greater journey than any one of us could do alone.
We love working with people who are still in the accumulation phase of their financial journey. Partnering with us can give you an edge every year between now and retirement.
Is your retirement decades away? What are the wealthy people doing with their money? The same investment techniques and philosophies that the ultra-wealthy are doing are not exclusive to them, we can to bring the same concepts and planning solutions you. We’d love to talk with you, we will have your best interest in mind and provide alternative investments that you haven’t been introduced to and expand on the limited options in your 401(k).
Almost every client that we talk to tells us “I wish I would have talked to you 10 years ago”. If you don’t have a plan, then the government has a plan for you. There’s never been a better time to make a plan for your financial future than right now. There is going to be decisions that you’re going to make over the next 10-15 years that can make millions of dollars of difference for the future you. We’ll make sure you have the appropriate cash flow, that you’re investing your hard earned assets with top of the industry with money managers, managing your debt in the most effective way possible, and making sure that everything you’re working toward is protected. We will go through our methodical processes to ensure you have the highest likelihood of success in order to help you achieve your financial goals.
The next several years will be critical for making a plan that meets your financial goals as you move from the accumulation phase to the distribution phase.
There are a number of hurdles to overcome as you are approaching retirement, that you may or may not have thought about. These risks include: a market downturn at the wrong time, outliving your money, and legislative risk like potential tax increases and changes to Medicare and social security, and so much more. Our team is suited to help you take charge of your financial future. One of the things that we have done for clients over the past decades is to help them identify and mitigate some of these risks. Which, if done properly, can save you not just tens of thousands of dollars, but potentially hundreds of thousands of dollars --- and ensure that you don’t run out of money in retirement. We will go through our methodical processes to ensure you have the highest likelihood of success in order to help you achieve your financial goals.
Let us evaluate your current financial situation and run it through our methodical process to ensure you don’t run out of money.
Are you already in retirement? How are you positioned? I cannot tell you how many times people sit in my office and say, “I wish I would have met with you years ago”. Well, we can’t change decisions that we may or may not have made in the past, but there are many instruments we have available that will enable you to either leave your family a legacy, or maybe more importantly, ensure your surviving spouse is not left up a creek. There are so many areas of retirement planning that you may not have been exposed to whether you’ve been doing planning yourself for a long time, or working with a commission salesperson that doesn’t have your best interest at heart. Schedule a visit with us and let us introduce you to some of these concepts to see if we might be able to help you. We will go through our methodical processes to ensure you have the highest likelihood of success in order to help you achieve your financial goals.
Is your retirement decades away? What are the wealthy people doing with their money? The same investment techniques and philosophies that the ultra-wealthy are doing are not exclusive to them, we can to bring the same concepts and planning solutions you. We’d love to talk with you, we will have your best interest in mind and provide alternative investments that you haven’t been introduced to and expand on the limited options in your 401(k).
Almost every client that we talk to tells us “I wish I would have talked to you 10 years ago”. If you don’t have a plan, then the government has a plan for you. There’s never been a better time to make a plan for your financial future than right now. There is going to be decisions that you’re going to make over the next 10-15 years that can make millions of dollars of difference for the future you. We’ll make sure you have the appropriate cash flow, that you’re investing your hard earned assets with top of the industry with money managers, managing your debt in the most effective way possible, and making sure that everything you’re working toward is protected. We will go through our methodical processes to ensure you have the highest likelihood of success in order to help you achieve your financial goals.
There are a number of hurdles to overcome as you are approaching retirement, that you may or may not have thought about. These risks include: a market downturn at the wrong time, outliving your money, and legislative risk like potential tax increases and changes to Medicare and social security, and so much more. Our team is suited to help you take charge of your financial future. One of the things that we have done for clients over the past decades is to help them identify and mitigate some of these risks. Which, if done properly, can save you not just tens of thousands of dollars, but potentially hundreds of thousands of dollars --- and ensure that you don’t run out of money in retirement. We will go through our methodical processes to ensure you have the highest likelihood of success in order to help you achieve your financial goals.
Are you already in retirement? How are you positioned? I cannot tell you how many times people sit in my office and say, “I wish I would have met with you years ago”. Well, we can’t change decisions that we may or may not have made in the past, but there are many instruments we have available that will enable you to either leave your family a legacy, or maybe more importantly, ensure your surviving spouse is not left up a creek. There are so many areas of retirement planning that you may not have been exposed to whether you’ve been doing planning yourself for a long time, or working with a commission salesperson that doesn’t have your best interest at heart. Schedule a visit with us and let us introduce you to some of these concepts to see if we might be able to help you. We will go through our methodical processes to ensure you have the highest likelihood of success in order to help you achieve your financial goals.
Financial plans are just numbers, scenarios and a LOT of it is just solving math problems. However, it’s incomplete until we put together a comprehensive evaluation of your unique situation, and understand your values. Only then can we turn your hopes and dreams into a full-blown financial plan.
Our client is at the heart of every decision made in LFG; from the vendors we use, the software we implement, and the processes we have in place.
Our process helps ensure we gather all of your information, and as a team, we use our collected experience and technology to identify the best solutions and path forward. Most importantly, we never want you to feel unsure or lost, so we communicate with you along the entire journey.
We believe in relationships, not transactions.
I believe in helping people, and that's why I've used my education and experience to co-found Lynch Financial Group.
Prior to this, I spent the first act of my career in the pharmaceutical and medical device industry, working primarily in areas of quality and compliance. My favorite thing about that experience is that it enabled me to learn from and connect with people across the globe which expanded my perspective.
I decided to go into business with my family: because we all share a passion for helping others make their financial lives stronger. We believe that everyone deserves access to the information they need so they can make informed financial choices — and we're dedicated to making sure that happens!
One of my strengths is my ability to convey complex information clearly and concisely—and this is exactly what our clients need when it comes to financial terms which are often overwhelming.
It’s important to me that my life includes helping people. At the end of the day, it’s the difference we are able to make in people’s lives that is important.
I am a mom to 2 sons, Ian and Beckham. I was born in Colorado and have lived here my entire life. You'll likely find me doing something I love with my family and friends — and if it involves a little bit of adventure, even better!
Meghan's management experience and attention to detail ensure that LFG is run with the highest standards possible.
meghan@lynchfg.com
When I decided to enter into this industry, I had a lot of options and I asked myself where do my skills and my passions intersect? When the opportunity came to build a Financial Planning firm with my Dad and Sister, and shape it in our vision, I couldn't pass up the opportunity. I am happy to help and hope we can earn your business.
In my free time, I love traveling with my amazing girlfriend Sarah and going on adventures with our dog Nala. My favorite destination that I've traveled to was Greece, where Sarah and I hopped from Island to Island on a catamaran!
When it comes to financial planning, I am a forever student. I have taken the knowledge and principles that we grew up with and built upon them with education and experience.
I am currently working toward getting my CFP certification. In addition, I am a member of the Financial Planning Association. I have a passion for helping people reach their goals, whether it is saving for retirement or providing financial stability during tough times.
Christopher's passion and experience in the Financial Technology start-up world ensure that LFG always stays ahead of the curve.
christopher@lynchfg.comI'm excited to impart my knowledge gained over the many years in order to support Lynch Financial Group in a mentorship role. I’ve been in the industry for over 30 years and have helped hundreds of clients manage assets worth over $100 million. There have been many advanced planning courses that I’ve successfully mastered over my long career; enabling me to help a variety of clients with a huge variety of needs, wants and desires.
'Retire Me Right' is an instructional course I’ve architected that has been taught to tens of thousands of clients across the country. I coined 'The Big 6' which is the basis for our team’s thorough preparedness and brings a holistic and thorough financial planning approach based on the fiduciary standard-the cornerstone of LFG.
My motto is "Relationships, not transactions", I truly believe that clients deserve more than just a quick transaction—they deserve someone who will take the time to get to know them and their needs and create a plan based on their wishes as well as their financial situation. That's what I strive for every day in the office: helping clients build relationships with people they can trust, so that they can achieve their financial and retirement goals.
I have 3 children, and 2 grandchildren. I’m an avid golfer, exercise enthusiast, and wine aficionado. I spend a lot of time in San Diego with my longtime love Kristi.
Patrick is part of the advisory team, his vast years of experience allow him to serve in a mentorship role for LFG.
Lynch Financial Group is a registered investment adviser located in Westminster, Colorado and Camarillo, California. Lynch Financial Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Lynch Financial Group’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Lynch Financial Group’s web site on the Internet should not be construed by any consumer and/or prospective client as Lynch Financial Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Lynch Financial Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Lynch Financial Group, please contact the state securities regulators for those states in which Lynch Financial Group maintains a registration filing. A copy Lynch Financial Group’s current written disclosure statement discussing Lynch Financial Group’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Lynch Financial Group upon written request. Lynch Financial Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Lynch Financial Group’s web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
