The Law Offices of Samantha K. Wolfe, LLC brings you the next installment in its "Partnering with the Pros" series:
Michael Lynch, certified financial planner at Lynch Investment Planning.
During this interview, Samantha and Michael discuss the importance of having a certified financial planner. Michael gives tips on how to choose a financial advisor. Michael encourages clients to find an advisor that you trust and have confidence in since it will be an ongoing relationship. Michael encourages clients to ask the certified financial planner questions pertaining to their credentials. Samantha and Michael discuss how an attorney and financial advisor should collaborate during the estate planning process and the importance of beneficiary designations as part of the estate planning process. Michael also discusses how financial advisors get paid for the services they offer clients.
Mike joined Lynch Investment Planning after spending over 7 years as an active-duty Army officer. Mike held various positions in the Army, including Apache helicopter pilot, aviation company commander, human resources director, and recruiting commander. Throughout all of these roles, Mike was a leader of hundreds of soldiers and spent countless hours counseling them and their families through personal and financial decision points. He chose to enter the financial planning profession to continue to serve families and their financial needs. He brings a breadth of experience in strategic planning, complex problem solving, and process-based solutions to the firm. He believes in the Army’s core value of selfless service, and he brings that mindset to work for his clients each day.
Mike earned a master’s degree in finance from Saint Joseph’s University and received his undergraduate degree from the University of Delaware, where he earned membership into The Phi Beta Kappa Honor Society. Mike lives in Newtown Square with his wife and four sons. He is active in the community and serves as a board member and volunteer for multiple organizations. He continues to serve his country as a Major in the Army Reserve.
Michael Lynch’s contact information:
To view the interview in its entirety please visit: https://youtu.be/5XRGrBZw1yM
The Law Offices of Samantha K. Wolfe, LLC: Providing Mindful Legal Direction for You and Your Future Generations. We offer FREE initial consultations so contact our office at (717) 655-2676 to schedule an appointment today! We are located at 20 East Sixth Street, Suite 206, Waynesboro, PA 17268.