Broker Check

Getting to Know You

If you are within five years of retirement, the Lynch Retirement Investment Group encourages you to attend educational luncheons and dinners that we host near many corporate office locations. These meetings cover a broad array of topics including asset allocation, tax and estate planning. In addition, these events have been a great way for current employees to reunite with retired company alumni. Click here to see upcoming Lynch Retirement Investment Group events.

We also encourage you to schedule one-on-one meetings prior to retirement. Based on your preference, we can conduct these meetings over the phone, at your office or home, or at one of our two office locations in Fulton, MD or Fairfax, VA.

In these meetings, we put together a complimentary Retirement Financial Analysis for you. For more information on the RFA, click here