284 US Route 206
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
We create strategies that are tailored to your needs and goals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
KEVIN L. LYNCH
Retirement Planning & 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 personal 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 personal 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.
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.
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!
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