wiseradvisor

Patrick  Lynch
Patrick Lynch Financial

Tel: (303) 218-9957
1870 W. 122nd Ave
Suite 400
Westminster, CO 80234

Relationships, not transactions.

Patrick Lynch Financial | Financial Advisor in Westminster ,CO


About Patrick Lynch Financial

At Patrick Lynch Financial, LLC we believe business is about relationships, not just transactions. A core principle guides us in each and every client relationship: Always do what's right for the client, do so with integrity and honesty, and help as many people as we can!


General Information

Firm Start Year:   2010
No.of Employees:   2-4
Insurance License#:   27741
Name of Custodial Firm:   Wealth Watch Advisors
States Licensed in:   CO
Number of Years with Current Firm:   10
I work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced:   N/A


Services

Investment Types:   Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, At my office, Via phone, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity, Life, Health, Annuity, Accident, Disability, Long Term Care, Variable Life


Firm Information

Firm's Number of Clients:   350
Firm's Number of Planning Clients:   200
Firm's Number of Managed Clients:   150
Assets Managed by Firm:   25,000,000
Advisor's Number of Clients:   350
Advisor's Number of Managed Clients:   200
Advisor's Number of Planning Clients:   150
Assets Managed by Advisor:   25,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Commissions, Based on Assets, Flat Fee
Fee % Based on Assets:   1.85
Minimum Fee Charged for Managed Accounts:   $3500.00


Board Positions

Organization:  Community Reach  Westminster Coloradp
Position :  Board member
Duration :  05/2015-Currently holding


Education

N/a - Juris Doctor  Fort Lewis College - Durango
08/1979-05/1983



Faqs

  • Do you have a customer satisfaction or refund policy? Yes.
  • What are your qualifications? What is your education background? We have been assisting clients for well over 30 years, and as a fiduciary, the clients best interest needs to be served (always). We do not participate in "situational ethics".
  • What is your approach to financial planning? Getting all the answers, finding out what the most important thing is for the clients. Executing the plan and monitoring for changes along the way.
  • What services do you offer? Full blown financial advice, college planning, tax planning, income planning and life planning.
  • How many clients do you currently manage? 350
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Disclosures

Confidentiality Notice: This electronic mail message contains information that is intended only for use by the above named recipient(s). If you are not the above named recipient(s) and you have received this e-mail in error, you should not review the text of this message or otherwise disseminate, distribute or copy this e-mail. Please immediately notify us of the error via a reply to this e-mail and then permanently delete this message from your system. Compliance Notice: John Patrick Lynch is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered adviser. Mr. Lynch is also an insurance agent and provides annuity and insurance products through insurance agencies. John Patrick Lynch does business in Colorado and California. We do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.


Disclaimer

Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Patrick Lynch Financial. Wealth Watch Advisors, LLC and Patrick Lynch Financial are not affiliated. The companies, and their employees, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email. This e-mail and any attachments are intended only for the individual or company to whom it is addressed and may contain information which is privileged, confidential and prohibited from disclosure or unauthorized use under applicable law. If you are not the intended recipient of the e-mail, you are hereby notified that any use, dissemination, or copying of this e-mail or the information contained in this e-mail is strictly prohibited by the sender. If you have received this transmission in error, please return the material received to the sender and delete.

Patrick  Lynch

Patrick  Lynch

Patrick has more than 25 years experience in the financial services industry and has helped thousands of people work towards achieving their financial goals. Under Patricks leadership, Patrick Lynch Financial provides conservative insurance and investment strategies that help lead individuals and families toward their ideal retirements. While the company focuses on retirement planning, Patrick throughout his career has helped facilitate employee stock ownership (ESOP) plans, insurance solutions, disability income insurance and financial planning for business. Patrick finds it deeply rewarding to take the complexities of a family's finances and translate those issues into something clear and understandable. He believes his success rests in empowering his clients to understand their financial goals as they achieve them. Patrick holds his Series 65 securities registration and life, accident and health insurance licenses and holds a long-term care professional designation. He is also a Registered Investment Adviser. Born and raised in Colorado, Patrick is the proud father of three children, Meghan, Christopher and Lauren, and the proud grandfather of Ian and Beckham. When hes not in the office, he enjoys spending time with his family, golfing, playing softball and exercising.

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My Services

Financial Planning for Individuals

We specialize in Retirement Income Strategies, Wealth Management, Asset Protection, Annuities, Life Insurance, Investments, Tax-Efficient Strategies, Long-Term Care Strategies, and IRA & 401(k) Rollovers.


Financial Advice & Consulting

Our team is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement. Federal pension and tax law protects investors by imposing fundamental standards on their investment advisers. Individuals and firms that are held to these standards are called "fiduciaries". The department of labor states that fiduciaries are required to act impartially and provide advice that is in their clients' best interest. Additionally, fiduciaries are not permitted to receive payments creating conflicts of interest unless they comply with certain conditions of exemptions that minimize the effects of a conflict. Choosing a Certified Financial Fiduciary as your advisor is important because, under the fiduciary standards, the CFF Code of Conduct, and the strict guidelines of the NACFF, they are required to give you advice that is in your best interest, not their own.


Financial Planning for Businesses

We can assist business owners with tax-efficient planning helping to, in some places, provide tax free income.


My Team

Sharon Lage
Sharon Lage
Sharon has worked with Patrick Lynch Financial for 10 years. She is the liaison for the Retire Me Right Program, the financial advisors and the college planning workshops. Sharon holds her life, accident and health license. Colorado has been her home for 30 years and where both of her children, Austin 23, graduated from Colorado School of Mines and Ally, 21, Graduated for Regis University, were born. She is married to her husband, Gregg, for 27 years.

Office Hours

wiseradvisor-balck-li-img Mon. 7:00 AM - 3:00 PM
wiseradvisor-balck-li-img Tue. 7:00 AM - 3:00 PM
wiseradvisor-balck-li-img Wed. 7:00 AM - 3:00 PM
wiseradvisor-balck-li-img Thu. 7:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 7:00 AM - 12:00 PM

Communities Served

Westminster Broomfield
Lafayette Louisville
Denver Northglenn
Erie Firestone

Social Networks

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