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 independently owned 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

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Understanding Homeowner’s Insurance

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

The Anatomy of an Index

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.

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

View all calculators arrow

Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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 Principles

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

View all presentations arrow

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Investments

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

View all videos arrow