Insurance Strategies, Business Owners, Retirement Income Planning, Estate Planning, Risk Management Strategies, Investment Strategies (Reg. Reps Only)
English
John Lynch is passionate about helping clients crystallize their financial objectives and take action to ensure their achievement.
Owner of a boutique financial services firm specializing in estate design, business continuation planning and wealth management. John typically works with clients of high net worth to deploy and integrate a personalized plan to help reduce risk and seek to maximize return on capital.
As part of his client’s estate planning team, he work with other advisers, attorneys and accountants, to help ensure my clients achieve their legacy, tax and business continuation goals.
John gratuated from the United States Military Academy at West Point (Class of '86) with a BS in Engineering and earned his MBA in Finance from NYU's Stern School of Business.
CRN202802-8119900
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