Helping protect your retirement, for life

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

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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

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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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