LYNCH FINANCIAL
Updated 223 days ago
- Age: 34 years
- ID: 33631960/77
5880 Sawmill Rd., Suite 204 Dublin, OH 43017
Niche focus - Instead of trying to be all things to all people, we concentrate on working with retirees and surviving spouses, and have honed our expertise to serve those demographics' unique needs...
We ultimately decide to focus on a specific niche: helping retirees and surviving spouses develop an appropriate game plan, minimize taxes, and make financial decisions that are best for their specific situation. Using the LFG Retirement Wealth Management System, we have helped many clients over the years, emphasizing the value of experience, credentials, and integrity...
Fiduciary standard - As fiduciaries, we always provide advice that is in the best interest of our clients. A fee-only firm since the beginning, we never accept commissions in exchange for recommending products.
Also known as: Lynch Financial Group, Lynch Financial Group LLC