Our Mission Statement
Here at Lynco Financial and Tax Services, my staff and I work comprehensively with our clients on their individual, business and family financial situations and their “own” process of wealth management. We work together with, YOU, using a “team” approach. Lynn is trained in several areas of tax, accounting, investment and risk management. She has a trained support staff and an expansive network of resources available to serve a variety of client needs.
We follow a disciplined approach utilizing a process that outlines 8 Wealth Management Issues that our research and experience has shown to be critically important for our clients to address. We believe that it is not only the tools available to us, but our ability to understand and interpret the information we obtain from each client, that sets us apart from others.
In order for Lynn to provide the highest level of service to our clients, Lynn utilizes the vast resources of other professionals, including attorneys, HD Vest Investment Services SM, and other top quality companies. Lynn also utilizes highly specialized research programs, which can be used to analyze and customize each client’s data, thereby providing a variety of asset and risk management solutions and tax analysis.
My staff and I are committed to supporting our clients through every step of the financial planning, tax planning and wealth management process. Not all clients need the same level of service and we are committed to working with every client on a personalized level by designing a customized plan tailored to address their own concerns and offering encouragement to face important issues.