Mike Lynch provides Wealth Management and Financial Consulting services for his clients. This frequently includes a mix of portfolio design, investment management, monitoring, and performance reporting. The process also typically includes reviewing a client's current financial situation and the client's financial, tax, and estate planning goals.
Wealth Management often includes helping clients make investment decisions related to the following types of investment accounts:
- Traditional IRAs
- Inherited / Beneficiary IRAs
- Roth IRAs
- Trust-owned investments
- Income-oriented investments
- IRA rollover management
- Lump-sum distribution management
- Bonds (corporate, municipal, and Treasury)
- Mutual Funds and Annuities
Mike has seen over the years how effective planning can help allow a person's financial affairs to be handled smoothly at death. If you are working to organize your own estate plan, or to settle a complicated estate of a loved one, please call Mike to see if he might be able to help.
If you are looking for an adviser who can help with Wealth Management and have investable assets of $250,000 or more, call Mike to learn how he might be able to help you. Mike can be reached at (224) 848-4515.