The Lynd Group
As a result, Michael is dedicated to educating his clients about the strategies and tools he suggests, not just presenting them with a product, so that they have the knowledge necessary to help them make the decision that is best suited to meet their needs. In his view, financial planners are most beneficial when they analyze the portfolio of a client and, based on their findings, develop a variety of recommendations that would provide the client with the best statistical opportunities for success. The client would then be able to select the option most closely matched to their unique needs. Michael is also an accomplished author of two books: The Wealth Puzzle: A Fiduciary's Guide to Proper Retirement Planning and How Your “Financial Planner” Failed You: Retirement Income Planning...
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Asset Maximization
- Income Planning
- Retirement Strategy & Risk
- Social Security
- Taxes
Sentiment Analysis
I have experienced excellent returns and great peace of mind having the Lynd Group handle all my retirement planning and investments.
I spent almost a year talking with Mike about his investment strategies and recommendations for my wife and I before we invested.
I especially like that they really care about my situation, rather than being just another number at the big box financial planning offices around here.
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