8161 Maple Lawn Boulevard
Let our experience guide you - to make the most of your life's work.
Simplifying your transition into retirement.
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.Learn More
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.Learn More
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.Learn More
Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's most-unexpected events.Learn More
Put a century of combined experience to work for you.
Curated articles, videos, and more, for a financially savvier you.
The Lynch Retirement Investment Group advises clients on the proper methods of planning for and managing their retirement distributions as they transition into retirement. Since 1987, our advisors have been assisting corporate employees of Fortune 500 companies to adequately prepare for the financial eventualities of their retirement years.
The majority of our clients are retirees who have opted for lump sum distributions at retirement. Over the years, while we are fully independent from the companies, we have worked with clients from the Defense, Airline, Oil and Gas, and Telecom Industry among others. Our clients count on us to provide the full breadth of their retirement planning, asset management and insurance needs.
Managing Director – LRIG, Financial Advisor – RJFS
Client Services Assistant
Registered Client Service Associate
"Wealth is the ability to fully experience life."
- Henry David Thoreau
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Frugality includes all the other virtues."
Saving for Retirement
Choosing a Business Structure
Do You Owe The AMT?
Errors and Omissions Insurance