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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Our goal is to help people KEEP more of what they make and SAVE more of what they keep.

Wealth Management

Wealth Management

Lynn Schmidt and her team can provide insight and understanding to help you better define your financial objectives.

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Business Planning

Business Planning

At Lynco Financial & Tax Services, Inc., we can help you put the pieces of your business plan together to address your unique situation.

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Tax Strategies

Tax Strategies

No one strategy fits everyone. As an Enrolled Agent and Certified Tax Coach, Lynn Schmidt can tailor a tax strategy to suit your needs.

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Lynn A. Schmidt, EA, CTP, CTC, CFS, CSA, ARA

Lynn Schmidt owns Lynco Financial & Tax Services Inc - a firm specializing in Income Tax Preparation, Tax Representation, Wealth Management and Financial Services, Retirement Planning and Estate Planning as well as providing Accounting and Bookkeeping services for businesses and individuals.

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Helpful Content

<p>What Is a 1035 Exchange?</p>

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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<p>Retirement Traps to Avoid</p>

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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<p>A Look at Diversification</p>

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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<p>Insurance Needs Assessment: When You're Young and Single</p>

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.