Broker Check

284 US Route 206
Building D
Hillsborough, NJ 08844

Westminster Wealth Management

(908) 904-4100

 
Forecast Retirement Redefined Acres of Diamonds

Kevin Lynch


Kevin L. Lynch

Retirement & Estate Planning Specialist

Westminster Wealth Management
Hillsborough, New Jersey


My name is Kevin Lynch and I would like to extend a warm welcome to you as you explore our website and the opportunities Westminster Wealth Management (WWM) can offer you. As a financial advisor located in Hillsborough, New Jersey, I educate and serve the financial planning needs of people in Hillsborough as well as the surrounding communities including Bridgewater, Montgomery, Franklin Park, Princeton, Flemington and others. My focus is on implementing retirement plans to help you work towards your satisfaction with your retirement lifestyle. At Westminster Wealth Management, we treat our clients as members of our family. We are fully committed to serving our clients and pride ourselves on superior customer service.

Our mission is simple - to share with you what we consider to be the best retirement planning strategy available and then develop and implement a personalized financial plan that allows you to enjoy your retirement. Preparing for retirement can often be a stressful and an uncertain time. Westminster Wealth Management is exclusively focused on financial planning - specifically retirement planning and estate planning. Following the current fiduciary standards, I am extremely passionate about helping clients to work towards achieving financial success and experience the lifestyle that comes with a successful retirement planning strategy.

Here are some of the ways we at WWM differentiate ourselves from other financial planners: 

  • We use a personalized approach.

  • We believe in building long-term relationships with our clients.

First we develop, implement, and monitor strategies designed to address each client's individual situation.We do this by meeting with clients and educating them on the strategies and products available to them before implementing a plan. Westminster Wealth Management is an independent advisory firm, so we offer a wide range of retirement solutions to meet our clients’ needs. We continue our relationship by encouraging clients to come in on an annual basis to review investments and health considerations and discuss current financial situations. There are so many factors that affect financial plans - what works today, may indeed need to be revised for tomorrow. Again, our main focus is to create satisfaction for our clients so they are able to enjoy their retirement years without reservation.

My ultimate goal is to be your financial coach and trusted advisor for life.

Questions

  • Are you concerned about your Retirement Income?

  • Are you concerned Social Security won't be enough to live off of?

  • How do I protect my assets from Market Losses?

  • Do you lose sleep on whether you will outlive your money? 

  • Do you know what to do with your 401K once you leave employment?

  • Want to retire in 5 years, but don't know if you financially can?

If these are the questions you are asking yourself, feel free to schedule a free consultation today!

 908-904-4100



As a member of the Ed Slott Elite IRA GroupSM, Kevin Lynch participates in continuing education for the ongoing study mastery of IRA tax laws. Through his attendance at regular training events with Ed Slott, America’s IRA Expert, Kevin Lynch is able to help clients navigate the complex tax regulations and develop tax-reduction strategies for qualified retirement accounts

Helpful Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

 

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

The Best Apps in Travel

Technology tips to make your next trip even better.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

View all videos arrow