Financial Planning


Retirement is just one stage of financial life. Lynn applies insights into the entire spectrum of her clients’ lives to help them define their goals—from travel and vacation homes to retirement and trust accounts—and how to best attain them. Her careful regard for each individual’s own comfort level regarding risk and return is a hallmark of each client engagement.

Lynn uses a sophisticated yet easy-to-understand program to run portfolio simulations of expected returns that provide snapshots of what the future might hold. These powerful tools can help you answer such questions as “can I afford a wedding for my child?” or “how much extra do I need to save to retire at age 62?” Lynn also recognizes the need to prepare for the unexpected and builds that into her planning strategy by reviewing your various risk exposures.