Contact Detail

MICHAEL J. LYNCH, JR., CFP®, CHFC®

Phone: 610 458 7900
Fax: 610 458 7907
Email: mjlynch@financialguide.com

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 agent (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