About Us
I am a Holistic Certified Financial Planner. I've been helping families, individuals, & small business owners reach their financial potential since 1995. Ask me how a free consultation will be a huge benefit for your life.
The products and services we offer
Recommendations Received (23)
"Great service and knowledgeable. Thanks Lynn "
"Lynn is a great advisor and make it happen person. She is masterful at financial management and..."
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"Lynn is a great advisor and make it happen person. She is masterful at financial management and wealth building. She is also a people person and very easy to work with. Lynn is highly recommended for your wealth management. "
Products & Services
Unique Health and Dental Insurance for you (and your family if required) that you structure yourself and pick only the items you want to pay to co...
Recommendations Given (119)
"Excellent personal service. Christina genuinely cares."
"Steve is an empathetic person whose mission is to balance the world creating peace and harmony..."
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"Steve is an empathetic person whose mission is to balance the world creating peace and harmony within each and everyone of us"
Recent Activity
Take a casual friendly approach: Invite them for a coffee nearby because you would like their advice on how to structure your business to meet the requirements their business would be looking for. Compliment and appreciate and it must be sincere.
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Take a casual friendly approach: Invite them for a coffee nearby because you would like their advice on how to structure your business to meet the requirements their business would be looking for. Compliment and appreciate and it must be sincere.
Create a niche market. Of course everyone will say reduce expenses. But if you find your passion and focus your market, expenses will also clearly focus and you will stop wasting money. And you will love going to work.
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Create a niche market. Of course everyone will say reduce expenses. But if you find your passion and focus your market, expenses will also clearly focus and you will stop wasting money. And you will love going to work.
Learning how to create and solidly maintain a relationship on mutual trust and affection that will stand any test of time. The answer is in sincerity and devotion to the relationship itself.
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Learning how to create and solidly maintain a relationship on mutual trust and affection that will stand any test of time. The answer is in sincerity and devotion to the relationship itself.
Best place to network with the best in the financial industry is with members of the Financial Advisors Association, ADVOCIS. Meetings are regularly scheduled and include special guest speakers and Education Credits and lots of time to network. Always the most effective meet up approach is...
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Best place to network with the best in the financial industry is with members of the Financial Advisors Association, ADVOCIS. Meetings are regularly scheduled and include special guest speakers and Education Credits and lots of time to network. Always the most effective meet up approach is with experts and established members in your own industry who care enough to join their Association.
Sorry I have no knowledge of this subject.
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Sorry I have no knowledge of this subject.
It often does take a dramatic life event to create a necessity to a business owner for a succession plan: a death or a close call in a circle of family or friends, a diagnosis of serious illness, separation or divorce, a shared experience from a colleague... I don't think you can force the...
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It often does take a dramatic life event to create a necessity to a business owner for a succession plan: a death or a close call in a circle of family or friends, a diagnosis of serious illness, separation or divorce, a shared experience from a colleague... I don't think you can force the subject when the owner is focusing all attention on running the business. I really believe they have to come to you first or else instead of a valued coach, you become an annoying pest.
Ask them if they have thought about it: Do they have a plan in place? Have they discussed their plan with their successors? Would they like to avoid conflict; paying too much to the government; wasting too much time? Would they be interested in a conversation giving them their options to...
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Ask them if they have thought about it: Do they have a plan in place? Have they discussed their plan with their successors? Would they like to avoid conflict; paying too much to the government; wasting too much time? Would they be interested in a conversation giving them their options to avoid these problems? Is there anyone else they would like to attend?
If you find out, I would like to know too.
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If you find out, I would like to know too.
1 Reply
Dear Joe: We don't have quite enough information to make an exact recommendation but I would suggest a Lifetime Annuity, with the best current rate available. It would be good to have emergency access and tax protection because of your rental income. Do you have a partner?
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Dear Joe: We don't have quite enough information to make an exact recommendation but I would suggest a Lifetime Annuity, with the best current rate available. It would be good to have emergency access and tax protection because of your rental income. Do you have a partner?
