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Helping protect your retirement, for life

Let our experience guide you - to make the most of your life's work.

Your Goals. Our Strategies.

Simplifying your transition into retirement.

  • Retirement

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.Learn More

  • Investment

    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

  • Estate

    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

  • Insurance

    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

Meet Our Team

Put a century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

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.

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Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
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You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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Jumpstart Your Retirement Plan Today!

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