Your Albuquerque Financial Advisors

At Steve Lynch Wealth Management in New Mexico, we believe that everyone can benefit from a little money management and planning—however, not all financial professionals you meet with are equal. As a CERTIFIED FINANCIAL PLANNER™ Professional, Steve Lynch and his team have the unique knowledge, training, and experience to provide a level of financial guidance that will help change how you handle your money, and could ultimately, improve your life. From wealth management to planning for the unexpected, there’s no better time to take control of your future. Speak with our Albuquerque financial advisor team today to get started on your journey towards peace of mind.

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Saving money for a rainy day is one thing—saving money so you can retire with confidence—that’s something else entirely. More and more people are working far past retirement age because they don’t have enough to cover monthly expenses such as mortgage and property taxes, food, medicine, and more. At Steve Lynch Wealth Management, it’s our goal to help people from coast to coast plan early, save often, and create a financial future that will allow them to retire comfortably. We have no account minimums and work with you to understand your goals, your budget, and your lifestyle to create a plan that fits your specific needs, not someone else’s. You’re not alone—financial planning, retirement planning—they are complicated, but we take pride in making it easier for you. It's time to let go of POOR excuses - contact our Albuquerque retirement planner today and see how we can help enrich your future!

Planning for the Future

 

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About Us

For the past 30 years, we have been helping families, individuals, and businesses plan for their financial and retirement goals. We work hard to make this complicated process as simple as possible. By working alongside you every step of the way, we help you make the right decisions to meet your goals.

Our Philosophy

We believe that with proper financial planning everyone can reach their financial goals. We work directly with you to come up with a personalized plan that meets your needs. You do not need to be wealthy. You simply need to start and we are that starting point.

Our Process

As a Certified Financial PlannerTM Professional,  Steve is trained and educated to handle all aspects of your finances. We tell clients that they are the CEO and we are their CFO who helps to ensure that they make proper decisions and investment choices. We answer to our clients.

 

Our financial planning process has been helping clients reach their goals for over 30 years.

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Our Team

Blogs

Stephen Lynch |
Financial literacy is vital to confidently and effectively managing your finances, no matter the situation. Having a good base of financial knowledge can help make meeting a goal that much less stressful. Taking the first step in learning important financial terms can greatly assist in helping you avoid financial pitfalls—and Steve Lynch Wealth Management is here to help you take that first step. As part of an ongoing series, we’ve defined a few must-know financial...
Social Security is a critical part of retirement, and often a grossly misunderstood one. Many people don’t realize that they are missing out on extensive benefits, as they are often not fully explained by the Social Security office. This mistake can cost a single person thousands of dollars over their lifetime since they may not realize they’re missing out on a large portion of their benefits through a monthly reduction. Steve Lynch Wealth Management of...
Stephen Lynch |
Planning for retirement can feel overwhelming, especially when you’re unsure of what steps to take to successfully set up and maintain a retirement fund. Maybe you want to travel when you retire, or simply be able to live the same life financially that you always have, and as such—you’ll need to be saving for yourself after retirement. If you’re not confident about setting up your own retirement funding, seeking out a financial advisor for retirement...