Families and Individuals
Building Wealth

Where do you want your financial road map to take you?

• Lynx takes financial planning to the next level for hardworking individuals, families and business owners by integrating your long-term financial goals with your current financial position. We strive to address client needs, current and future, without over complicating the process.

Our team helps clients build wealth by navigating the following areas:

• Retirement Planning – Make the most of employer-sponsored retirement plans and IRAs with the goal of making your wealth last for many years after retirement.
• Tax Planning – Analyze ways to reduce your current and future tax burden.
• Investment Planning and Wealth Management – We determine asset allocation needs, understand risk tolerance, and recommend appropriate investment vehicles that will move you toward your goals.
• Cash Management and Budgeting
• Risk Management and Insurance – Stay one step ahead of the unexpected and enjoy the peace of mind of having a plan to protect those you love.
• Education Funding – We recommend investment and accumulation strategies to help you save for the education of your children and grandchildren.
• Estate Planning – Make plans for your legacy and for your family’s future.
• Coordinate with Professionals – We coordinate with your attorneys and CPAs to provide a team approach to setting up an estate, determining tax reduction strategies and assessing insurance needs.