Our clients come from all walks of life—from school-age to retiree, teacher to psychologist, union worker to high-energy plasma physicist. Because of this diversity, it is important that everyone’s financial plan suits their personal and family’s goals, and allows them to achieve whatever it is they want for their future. Having a financial plan is not about the investments themselves. After all, there is no shortage of investments and yet not all people are financially secure. Financial planning is key to that security. As a CERTIFIED FINANCIAL PLANNER™ Professional, Steve Lynch has the education, training, and experience to deal with the process itself. This will then dictate which investment vehicle will help us achieve your goal in a way that is comfortable for you.

When we discuss Financial Planning, it encompasses everything from your checking account to debt, mortgage, college loans, retirement, tax, and estate planning. In essence, we are your one-stop shop for all your financial needs. If you’re wondering how to get on the path towards financial security, and beyond that, making your money work for you, then we encourage you to contact us today. It’s a simple phone call that could change your entire future!

*Certain risks exist with any type of investment and should be considered carefully before making any investment decisions.

 


“Those with financial plans accumulated nearly 250% more retirement savings than those without a financial plan in place.”

“Advice from a financial planner can add 29% more wealth through retirement”


“10 reasons why financial plans aren’t just for the 1%”

Read More


What is a Financial Planner, and do I need one?

Read More


6 Reasons You Need A Financial Plan

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  • Would you rather have 1 million dollars or a penny doubling every day for a month?
  • Mo
  • Tu
  • We
  • Th
  • Fr
  • Sa
  • Su
  • 1
    $ 0.02
  • 2
    $ 0.04
  • 3
    $ 0.08
  • 4
    $ 0.16
  • 5
    $ 0.32
  • 6
    $ 0.64
  • 7
    $ 1.28
  • 8
    $ 2.56
  • 9
    $ 5.12
  • 10
    $ 10.24
  • 11
    $ 20.48
  • 12
    $ 40.96
  • 13
    $ 81.92
  • 14
    $ 163.84
  • 15
    $ 327.68
  • 16
    $ 655.36
  • 17
    $ 1,310.72
  • 18
    $ 2,621.44
  • 19
    $ 5,242.88
  • 20
    $ 10,485.76
  • 21
    $ 20,971.52
  • 22
    $ 41,943.04
  • 23
    $ 83,886.08
  • 24
    $ 167,772.16
  • 25
    $ 335,544.32
  • 26
    $ 671,088.64
  • 27
    $ 1,342,177.28
  • 28
    $ 2,684,354.56
  • 29
    $ 5,368,709.12
  • 30
    $ 10,737,418.24
  • 31
    $ 21,474,836.48

 

As you can tell, although a penny does not sound like much, in the end, it doubles to over $21 million over the course of just a month! For this reason, Steve Lynch Wealth Management in Albuquerque encourages all of our clients to do some sort of monthly investing. You can start an investment account with just $50 a month, and we’ll guide you through the best choices to make for your goals and budget. The idea is similar to the chart above—even a small amount can turn into something big—so why not see where the possibilities could take you? 

While investing can be exciting, it’s important to remember that there are no guarantees that this will happen for anyone, but the best part is that you can increase your monthly investments, stop it, skip a month, take partial money out anytime, and if you’re really not happy, you can take all your money out and blow it! But our bet is that you won’t. This type of investing is addicting and our clients absolutely love it.

We know that everyone is different, so we offer individualized strategies to fit each client’s situation. If you’ve always been curious about investing but haven’t known where or how to start, let our experienced advisors provide you with the insights and guidance you need to get started!