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Kevin E. Lynch

Financial Planner

CFP®

Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners

English

Areas of Concentration

 Financial Products and Services for Business
 Business Continuation Strategies
 Executive Benefits
 Buy/Sell Agreements Funding
 Group and Individual Life & Health Insurance
 Group and Individual Long-Term Disability Income Insurance
 Executive Bonus Arrangements
 Estate Analysis and Protection
 Mutual Funds
 Annuities (Fixed and Variable)
 Asset Accumulation Strategies
 Charitable Giving Strategies
 Life Insurance Funding Strategies
 Second to Die Life Insurance
 Term Life Insurance
 Long-Term Care Insurance
 Retirement Planning
 Educational Funding Strategies

Licensing
 Life and health insurance licensed in multiple states
 FINRA securities licensed
 Series 7 & 66 Securities Licensed

 

 

Professional Achievements
 CERTIFIED FINANCIAL PLANNERTM Professional


Affiliations
 Former Councilman, Borough of Lake Como, NJ
 Boys Basketball Coach - H.W. Mountz Grammar School, Spring Lake, NJ


Education
 Purdue University, M.S. in Engineering
 New Jersey Institute of Technology, B.S. in Engineering
 Christian Brothers Academy – High School

CRN202304-282194

Check the background of this investment professional on FINRA's BrokerCheck

Egan Lynch Financial Group, LLC

1821 State Route 71, 1st Floor North Wall, NJ 07719
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Egan Lynch Financial Group, LLC Office