About Us
The Lynch Financial Team: Your Trusted Advisors in Red Bank, NJ
At The Lynch Financial Group, based in Red Bank, New Jersey, our team of dedicated experts is passionate about helping individuals achieve their financial and retirement goals. Specializing in comprehensive financial planning, our advisors are your partners in securing a prosperous future.
Peter Lynch
President - Retirement Tax Specialist
Investment Advisor Representative
CPA®
Securing Your Future With Professional Financial Planning
Planning for retirement and navigating the tax landscape can seem overwhelming. From calculating your savings needs to strategizing for tax efficiency, preparing for retirement demands expertise.
At The Lynch Financial Group, we’re dedicated to helping professionals and families in Red Bank and beyond secure their financial futures. Our tax and retirement planning specialists bring deep knowledge and experience to craft strategies tailored to your goals.
We believe every retirement plan should be as unique as you are. By sitting down to understand your retirement aspirations, our team develops a customized plan to safeguard against life’s uncertainties. With regular updates and proactive communication, we ensure you stay on course toward your goals. Ready to align your financial future with your dreams? A free consultation is just an email or call away.
Our Credentials: Deep Roots in New Jersey and Beyond
Peter, our leading CPA and financial planner, brings over 20 years of expertise to retirement planning, specializing in IRA rollovers. With a comprehensive background in securities, licensed in New Jersey, New York, Pennsylvania, and Florida, Peter’s credentials include Series 6, 7, 24, 63, and 65 exams. Additionally, he is licensed for life and health insurance across NJ, NY, PA, and MD, underscoring his commitment to providing top-notch financial advice. A proud member of the AICPA and the New Jersey State Society of CPAs, Peter’s expertise is at the core of our Red Bank-based firm’s success.
What We Specialize In: Tailored Financial Independence in Red Bank
At Lynch Financial Group, our mission is simple yet profound: to empower our clients towards achieving financial independence, enabling them to focus on life’s true priorities. Our comprehensive array of services, from tax management to retirement planning, sets us apart in New Jersey. We dive deep into your financial landscape to develop a thorough understanding of your unique situation, ensuring personalized, meticulous care. Let us guide you toward financial independence with our bespoke advisory services, rooted in the heart of Red Bank, NJ.
"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.
For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com.