Holistic Planning Process
Retire With Confidence
Holistic planning process helps avoid critical gaps, tax inefficiencies, overexposure to risk, unintended consequences and more through The Bucket Plan Holistic Planning Process. With this step-by-step process we provide a holistic planning approach that incorporates investments, insurance, tax, estate, Social Security, retirement income and healthcare planning into one comprehensive plan.
At The Lynch Financial Group, it is our mission to help to help you integrate all of you hard-earned assets to work collectively toward you goals, while reducing critical inefficiencies including gaps in your plan, overlap or overexposure in investments, tax inefficiencies & missed savings, missing or outdated legal documents, failure to identify and reach pre and post retirement income goals, and misaligned strategies among professionals.
"We are very satisfied with the services of the Lynch Financial Group and would not feel as comfortable anywhere else."
-Mike and Maryellen G 1/2/23
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.
Benefits of the Bucket Plan Approach
Your Trusted Monmouth County Retirement Planning Firm
What is the Bucket Plan Philosophy?
The Bucket Plan® Philosophy is a strategic, structured approach to bucketing assets for today’s financial dangers and challenges. Today market risk, interest rate risk and sequence of returns risk are the three biggest dangers facing investors at or near retirement, and a more sophisticated planning philosophy is essential to stretch retirement dollars to cover needs throughout the duration of retirement.
For this purpose, The Bucket Plan® philosophy was developed to segment money into three different buckets based on your investment time horizon, volatility tolerance and income needs.
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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