Michael Lynch Email & Phone Number

Most accurately described as corporate financial advisor, by serving the personal & business needs of private business owners with particular emphasis on corporate structuring/restructuring.The ongoing "financial engineering" work for business owners is broken into 3 types of planning; Protect, Grow, Transition planning. These mirror the natural life-cycle of a business: Startup – Growth – Transition/Succession. Segmenting the advice into these 3 "packets of priorities" gives the client greater clarity and peace of mind knowing that strategies match the urgencies. Procrastination practically disappears in the process.Our team-based planning consists of simple and well accepted structures & strategies that ofttimes have never been clearly explained to the business owner. Team members are selected not only for their technical proficiency but also on their thoroughness and of great importance, their ability to communicate in a simple fashion.Before any new client is accepted we insist on a thorough initial discovery to ensure we get the 'big' picture; i.e. all the pertinent facts.For more details visit website: ( tune in after the fall federal election when our website will be undergoing dramatic modifications as a result of a change of government! ) www.lynchpinwealth.com

Listed skills include Wealth Management, Corporate Structuring/Restructuring, Selection Of Appropriate Financial Products And Services, Retirement Planning, and 6 others.