A Little Help goes a Long Way

It's that time of year that we begin to clear out, clean down and reset for the New Year.  This might be a good time to consider having a Financial Review with us to help understand where you are with managing life's risks.

At Flynn & Lynch we can map this financial journey for you by creating a present forecast which will show any shortfalls in the future. We can then help you fill in these gaps over a timeframe that suits you. We can then add these into the forecast to show you how your plan will look in 10 or 20 years time. Areas that we find our clients mostly need to discuss are:

• Protection - Ensuring your home, your life, your family and your income are protected against illness or death.
• Savings & Investment - Discussing all the Short to Medium to Long term savings needs. 
• Inhertitance - Will you incurr tax on any inheritance you receive?
• Divorcing - How will this impact your investments?
• Building Wealth - Putting a strategy together to build your wealth over the next few decades.

Working with a Financial Planner could help you enjoy greater financial peace of mind. Give us a call to make your appointment today on 043 33 36715 or email us at info@flynnlynch.ie