Kevin L. Lynch
Retirement & Estate Planning Specialist
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.
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!
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
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
U.S. Personal Savings Rate
What can be learned from the savings rate?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Here are some simple and inexpensive energy-saving tips that may help you save money.
When considering life insurance, it's important to understand your options.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
With alternative investments, it’s critical to sort through the complexity.
Understanding the cycle of investing may help you avoid easy pitfalls.
The decision whether to buy or rent a home may have long-term implications.