Christina Lynn, CFP®, AFC®, CDFA®, CEP® has built a thriving business based on her passion for helping people understand their financial situations and then formulating a realistic plan for their future. Christina prides herself on maintaining honesty with her clients and never over-promising or under-delivering. Christina has experience as a financial consultant, tax preparer, and retirement planner. She believes everyone is in need of a helping hand when it comes to financial planning, from the young and single to the elderly. Christina likes to help millennials set up affordable IRA accounts, so that they can start planning for their future. She helps small businesses set up retirement plans for their employees. She shows them that the process doesn’t need to be costly or complicated.
She also has a love for helping people plan for retirement. Christina says, “at this point in life, you want to be able to sleep easy and have peace of mind about your investments, know that your plan will provide for you what you worked so hard for. I also love retirees that are concerned about investments with market exposure. Remembering the 2008 crash gives people the desire to invest in something where they won’t lose their principal. I am careful to incorporate tax strategy into my plans as well.”
Effective retirement planning is always the end goal, as well as the minimization of taxes. Christina became a qualified tax preparer because of her strong interest in tax minimization. She stands by the fact that none of us should pay more taxes than necessary. There is no better way to combat tax over-payment than with extensive knowledge on the subject.
If you are ready to take the next steps insuring your financial future, reach out today.