Money Matters of America, located in Weston, FL, is a financial planning firm led by Michael Lynch, a Certified Financial Planner (CFP). With a proactive approach to personal financial situations, the firm offers a wealth of information through newsletters, articles, calculators, and research reports, helping clients understand the opportunities and potential rewards of insurance, investing, retirement, estate planning, and wealth preservation. The skilled professionals at Money Matters of America aim to educate clients about the basic concepts of financial planning and provide easy access to market performance and data.
As a branch office of Lincoln Financial Securities Corporation, Money Matters of America offers securities and investment advisory services to residents of several states, including FL, GA, MN, NC, NY, TN, SC, TX, and VA. While the firm does not offer tax or legal advice, individuals can consult their own professionals for specific circumstances. With a commitment to client satisfaction, Money Matters of America strives to help clients put together the pieces of their retirement income puzzle and achieve their financial goals.
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