Most our clients are smart, capable women who have spent their lives serving others, but they are entering a new phase of life, making their financial future a top priority. It is this intrinsic desire to serve her clients' needs that has led to her successes and longevity in this profession, and it continues to motivate her every day. her client's financial goals and concerns are addressed as a c
omponent of the health and welfare of the whole person. Approaching everything with the "big picture" in mind allows her clients to retain the proper perspective, always focusing on the client's long-term goals and future. As an independent fee-based financial advisor, Lynn enjoys the ability to represent her clients first and foremost, rather than any company or product. She feels that this independence is vital in providing balanced and sound financial advice. One of her key skills as a financial planner is her ability to discuss complex financial issues with her clients in a plain and down-to-earth manner. Her organizational skills further enhance this ability to help clients understand and address their financial situation. Specialties: Retirement distribution and income planning; Long Term Care and Disability Income Specialist and Divorce Planning. Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. http://www.focusfinancial.com/socialmediadisclosures
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http://www.sipc.org
