Menu Get Acquainted 15 min Meeting How do I start to work with a CFP® ? Start Here For Clients Eyes Only Client Account Links Client Account Links-Click What To Do With My 401(k) ? No Cost, No Obligation Meeting. Click Here Now! Mike Lynch, CFP® is available Financial Planner Broward...... Mike Lynch, CFP® Our Mailing Address 1792 Bell Tower Lane Weston, FL 33326 Phone: 954-423-1936 Fax: 954-423-3559 E-mail: mike@moneymattersofamerica.com Financial Planner Broward Mike Lynch, CFP® Broward Financial Planner Michael Lynch, CFP® ® Welcome to our website, where you will find a wealth of information in the form of newsletters articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. Michael Lynch created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We are here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance. Women and Money: Taking Charge of Your Financial Future On their path to financial security, women often face unique financial obstacles. More Videos » Newsletters Working While Receiving Social Security Benefits Do you understand the Social Security retirement earnings test and how it may affect your current and future Social Security benefits? A Financial Wellness Plan Can Help Pave the Road to Retirement This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness. More Newsletters » Calculators Roth IRA Conversion This calculator can help you determine whether you should consider converting to a Roth IRA. Cash Flow Analysis This Cash Flow Analysis form will help you weigh your income vs. your expenses. Taxable Equivalent Yield Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield. Life Insurance How much life insurance would you need to produce a sufficient income stream for your family? More Calculators » See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here *Michael A. Lynch is a Branch Manager offering Securities to residents of CA, FL, GA, MN, NC, NM, NY, PA, SC, TN, TX, UT & VA and offering Investment Advisory Services to residents of FL & TX through Lincoln Financial Securities Corporation, Member FINRA and SIPC • Branch Office: 2525 Golf View Dr. Weston,FL 33327. Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. Lincoln Financial Securities is not affiliated with Money Matters of America. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. LFS-2747245-092619 Site Map Back To Top