Brian Lynch Email & Phone Number

Hamden, Ct, Us

Hamden, Connecticut, United States

Cheshire, Connecticut, United States

If you're a small business owner, your time and energy is focused on the daily demands of running your business. You may not be aware of important planning issues, though. If the unexpected happens, your business could change in an instant. Many unforeseen factors, such as changes to the economy, your health, or your key and valued employees, may cause you to have to draw on your savings or downsize your business unexpectedly. You might also be concerned with passing along your business with family or selling it. In addition, you want to take advantages of tax rules that are applicable to your situation. That’s why it’s important to address those issues now rather than later.Knowing the true value of your business is critical to proper business planning and achieving personal goals.Through our valuation process, I can help answer the questions that will lead you to make informed decisions for your future. I can take some of the uncertainty out of your future plans by providing you a comprehensive and accurate business valuation. After all, at Strategic Lifelines, we specialize in helping business owners achieve business and personal financial goals.

Cheshire, Connecticut, United States

I have been working in and around the financial industry for several years but have found a passion with working with individuals, families, and business owners to help them understand their priorities and construct a plan to fit their needs exactly. As a result, I have dedicated myself to providing my clients with unparalleled service to help them reach their financial goals. I listen carefully to fully grasp your current needs and your future aspirations. I believe in the power of holistic planning when it comes to looking at your entire financial life and where you want to be. Being a Registered Representative with HTK helps allow me the ability to provide thoughtful support and expertise to you. I graduated CAPT scholar from North Haven High School and went onto pursue training in Business & Business Management at Southern Connecticut State University. I developed a great interest in financial services early in life due to the exposure I received growing up in a household having a father that was a nationally recognized Financial Professional. At an early age, I came to understand the importance of having a financial plan that would allow people to protect their family and build wealth for the various milestones that life brings.

Cheshire, Connecticut, United States

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