We started the Lynch Financial Group, LLC in 1989 to provide pre-retirees, retirees and surviving spouses with sound, unbiased financial, investment and tax advice for managing their assets and preserving their wealth while achieving lifetime income sufficiency.
The Lynch Financial Group was founded on the firm belief that, although many people have access to competent tax and estate advisors, there is a need for fee-only financial advisors with the experience and ability to put together sound financial and investment plans.
Today’s retirees face many complex challenges in planning for a life in retirement, which is why we created the LFG Retirement Wealth Management System™, a disciplined, holistic approach to maximizing the use of resources during retirement. It combines the essential planning elements of financial planning, cash flow management, and investment management in a comprehensive and coordinated strategy to ensure financial security in retirement.
Located in Dublin, Ohio, Lynch Financial Group is a Registered Investment Advisor serving individuals throughout the United States.