Securing Your Future
Planning your future retirement and navigating the complexities of various tax regulations can be a daunting task. From determining how much to save to selecting the best long-term tax strategy, there’s a lot on your plate as you’re preparing for your retirement. That’s where we come in.
At Peter Lynch, Inc. we help professionals looking to secure the financial future for themselves and their families. Our professional tax and retirement experts have the experience and the knowledge to help create a successful strategy for you.
We understand that each retirement plan is unique. The first step is to sit down and discuss your exact retirement goals. After gathering information, our team of experts will lay out a customized plan to ensure you’re prepared for life’s unexpected events. Finally, we will provide periodic updates to make sure you are on the right track as the plan is implemented.
You’re only a quick email or call away from scheduling your free consultation. Let us help get your retirement back on track so that you can get back to doing what you truly love.
The Lynch Financial Team
Lynch Financial has a team of experts who are passionate about helping you achieve your goals.
President - Retirement Tax Specialist
Investment Advisor Representative
Corey Shevlin, BPC
Investment Advisor Representative - Servicing
Peter has over 20 years experience as a CPA and has extensive knowledge in the area of Retirement Planning through the use of IRA Rollover accounts. He has successfully completed the following securities exams: Series 6, 7, 24, 63 and 65 and is currently registered for securities in the following states: New Jersey, New York, Pennsylvania, and Florida.
Peter is licensed with the State of New Jersey Department of Banking and Insurance for life and health insurance along with New York, Pennsylvania, and Maryland. He is a member of the American Institute of Certified Public Accountants (AICPA) as well as a member of the New Jersey State Society of CPA`s.
What We Specialize In
We are committed to your success. Our goal is simple – to help our clients achieve financial independence so they can focus on what’s truly important to them.
We achieve this by offering our wide array of services and expertise in tax and retirement planning. Unlike competitors that may rush through the process, we believe in getting a whole comprehensive picture of your financial situation and retirement projection. Each client situation is unique and we provide the personalized care you deserve.
"I've known Peter Lynch for over some four years now and trust his professional instincts and knowledge. The LFG is a quality team of financial advisors who are friendly and empathetic to their customers financial needs and desires. I always look forward to seeing 'the team' when I'm in the area and have any questions."
-Robert J 2/21/23
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide guarantee of future performance or success.
Our 4-Step Process to Building Holistic Financial Plans
1. Discover - Where You Are Now
- About You
- Your Goals & Objectives
- Your Current Finances & Taxes
- Our Services
- The Process
2. Design - Where You Want to Go
- Organizing Your Financial Life
- Understanding Your Net Worth
- Assessing Your Cash Flow
- Tax Return Review
- Analyzing Your Risk
- Developing Your Plan
3. Deliver - Your Holistic Plan
- Finalize Your Customized Bucket Plan
- Align Investments with Your Market Volatility Tolerance
- Optimize Your Cash Flow
- Provide Solutions
- Transition Plan & Implementation
4. Dedicated - Service and Support
- Active Plan Management
- Ongoing Advice
- Tax & Wealth Management
- Proactive Communication & Education
- Plan Update Meetings
Schedule Your Retirement Consultation Now
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. The Lynch Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance, Investment, and Tax Services offered through The Lynch Financial Group are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
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