Trust. Confidence. Service.

Transcription

1 Trust. Confidence. Service.

2 retirement and investment planning for life Navigating the complex challenges of investment and retirement planning can be overwhelming. To help clarify your needs and simplify the financial planning process, you need competent and trustworthy guidance focused on you and your financial well-being. The professionals at Wealth Insight Group have the knowledge and experience to help you gain confidence in your financial future. We believe that the best way to guide you on the road toward financial independence is to manage the risk to your wealth and look for growth opportunities while striving to help you keep pace with inflation. We specialize in retirement planning and investment allocation and will tailor a strategy aligned with your particular needs. We aspire to provide unsurpassed levels of client service and the highest standards of professional ethics and integrity. We strive to exceed your expectations with thoughtful financial insights and clear communication the elements we consider essential for building lasting relationships. We would consider it a privilege to partner with you as we plan together for the years ahead.

3 Our mission is to help you preserve and grow your wealth with a thorough financial plan. We want to help ensure your money is there when you need it so you can have the freedom to enjoy the life you envision. John Lynde

4 Our practice is built on two important principles: treating you with respect at all times, and making it easy for you to fully understand your options. We help you identify your financial goals, make informed decisions, and protect against life s unexpected events. Paul Desmond

5 building relationships for life Your financial goals are unique, and they require a comprehensive, individualized strategy to address them. To help you pursue the life you envision, we offer the following services: Comprehensive financial planning Retirement planning Retirement plan rollovers Investment selection and allocation Portfolio management Estate planning Tax planning Insurance planning Working closely with you, we develop a customized plan that seeks to provide income and helps manage risk. Our mission is to take a thorough approach to financial planning that suits investors who want to preserve and enhance their wealth through careful investment selection that includes appropriate exposure to alternative investments. We believe a clear understanding of your current financial situation and the choices available to you is vital for making prudent decisions. Our advisors take pride in being able to explain the most complex concepts in clear, easy-to-understand language to ensure you are educated on your choices, and we personally engage with you to keep you focused on your path. Because financial planning is a process, not a one-time event, we communicate with you regularly to respond to any changes in your priorities or circumstances and keep you informed of your investment progress. We are always available to help with your smallest questions or your largest decisions. No strategy can assure success or guarantee against loss. All investments contain risk and may lose value. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

6 JOHN K. LYNDE, JD, CHFC, CLU Since 1997, John has provided comprehensive financial planning for clients who are in retirement or preparing for retirement. His clients appreciate the personalized service he offers while assisting them in both preserving and growing their wealth. He holds the Chartered Financial Consultant (ChFC ) and Chartered Life Underwriter (CLU ) designations, your assurance of his commitment to the highest level of professionalism and integrity. He holds a B.A. degree from Albright College and received his J.D. degree from Temple University School of Law. John resides in Monmouth County, New Jersey. When not assisting his clients with their financial needs, John enjoys spending time with his wife and daughter, relaxing on the golf course and coaching his daughter s travel softball team. PAUL A. DESMOND, CHFC For nearly two decades, Paul has assisted clients in pursuing their financial goals through a comprehensive approach to financial planning. Paul has built long-term relationships with his clients by keeping things easy to understand and treating them with respect. He received his financial education from American College and holds the distinguished ChFC (Chartered Financial Consultant) designation. Paul has traveled extensively around the world, which allows him to provide his clients with a global perspective. He lives in Monmouth County with his wife and daughter and enjoys golf during his free time. FIVE STAR WEALTH MANAGERS John and Paul have been honored as multi-year ( ) Five Star Wealth Managers in New Jersey, an award given only to a select group of wealth managers who meet strict criteria for quality, service, integrity and professionalism. They are honored by the trust and confidence their clients have placed in them. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

7 PAUL A. DESMOND, CHFC WEALTH ADVISOR JOHN K. LYNDE, JD, CHFC, CLU WEALTH ADVISOR

8 Independence Powered by LPL Financial Wealth Insight Group is supported by the resources of LPL Financial, the nation s largest independent broker/dealer.* This relationship provides us with unbiased research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations. THE INDEPENDENT PROFESSIONALS AT WEALTH INSIGHT GROUP WELCOME THE OPPORTUNITY TO SPEAK WITH YOU ABOUT YOUR FINANCIAL GOALS AND HOW WE CAN HELP YOU PURSUE THEM. PLEASE CONTACT US TO SCHEDULE A NO-OBLIGATION CONSULTATION AND DISCOVER THE VALUE OF OUR EXPERIENCE, UNBIASED ADVICE AND PERSONAL SERVICE. PAUL A. DESMOND, CHFC WEALTH ADVISOR p: tf: f: Hope Road Building 2, 2nd Floor Tinton Falls, NJ JOHN K. LYNDE, JD, CHFC, CLU WEALTH ADVISOR p: tf: f: Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. *As reported by Financial Planning magazine, June , based on total revenue.