PROFESSIONAL SPECIALTIES
Business Succession Planning & Executive Compensation
College Funding Planning
Comprehensive Financial Planning
Employee Benefit Design & Management
Estate Planning and Analysis
(in consultation with tax and legal advisors)
Investment Planning, Portfolio Analysis & Design
Life, Disability Income and Long Term Care Insurance
Retirement Planning – Individual & Small Business
QUALIFICATIONS
Chartered Financial Consultant (ChFC ®)
- The American College, 2010
CERTIFIED FINANCIAL PLANNER (CFP ®)
- Certified Financial Planner Board of Standards, Inc., 2007
Investment Advisory Representative
- MML Investors Services, LLC, 2006
Registered Representative
- MML Investors Services, LLC, 1994
Financial Services Associate
- Wienken & Associates/uFinancial Group – 1994
Licensed Insurance Agent - 1993
BSBA Accounting
- Shippensburg University 1992
PERSONAL
D.O.B. - November 3, 1968
Married - Mary Teresa Stewart Lynch – June 20, 1998
Children - Madison, Allison & Natalie
Resides - West Chester, PA
Member - Saints Simon & Jude Church, West Chester, PA
Hobbies & Interests - Coaching, Fitness, Golf, Reading & Spending Time with Family
Email - mjlynch@financialguide.com
Michael J. Lynch, Jr. is a Registered Representative of and offers securities and investment advisory and financial planning services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory Office: 100 Corporate Center Dr., Suite 201, Camp Hill, PA 17011 (717) 763-7365.
CRN201404-159089