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

How to Read Your Credit Report

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

 

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Will Power

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

A Brief History of Estate Taxes

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

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

View all articles arrow

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Surprises

Making the most of surprises is a great reason to work with us.

View all videos arrow