917 Keith Lane
At Lynco Financial & Tax Services, Inc., Lynn believes that a "plan" is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits YOUR unique circumstances and grows with YOU. Planning your financial future can be a daunting task. That's where Lynco Financial & Tax Services Inc. comes in. Lynn is a trained, licensed professional, and with our “Team Approach” we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.
Lynn is committed to helping you pursue your long-term financial goals. As a specialist in retirement and estate planning, Lynn can help you answer the questions you may have about your financial future, such as:
Many people, especially women, believe that their financial well-being is linked solely to their ability to earn a high income. Working towards true financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use financial strategies that will help you pursue your objectives.
My goal as a financial professional is to help you plan for financial independence. Whether your goals involve building wealth through investing, funding a child's college education, planning for retirement, or protecting your estate, I can help you develop a roadmap to pursue your goals and make wise decisions to help improve your financial situation.
The process I follow in completing a total financial strategy consists of:
We offer financial products and services tailored to your individual needs. Lynn is committed to you for the long term.
Please call today if you think your plan is out-of-date, or you do not have a "plan". Most people need to update their financial plan (whether it be complicated or simple) each year to evaluate if it is in step with their life. If it's been a while, act today.
*Securities offered through HD Vest Investment Services®, Member FINRA/SIPC, Advisory services offered through HD Vest Advisory Services®, Insurance services offered through HD Vest Insurance Agency LLC, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, (972) 870-6000.
*Lynco Financial & Tax Services, Inc. is not a registered broker/dealer or registered investment advisory firm.
Trends in Charitable Giving
Women on the Rise
A New Way to Look at Your Bucket List