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WELCOME

Through my personal experiences I have found that the less you have to worry about your business while not in the office, the more time you have to spend with the most important people in your life, family.  Nothing is more important than family and friends and that is why my goal is to help you coordinate all aspects of your financial strategy and eliminate the stress and burden that usually accompanies this task; all while helping to fulfill your life's dreams and objectives through timeless advice, outstanding service and enduring relationships.

Warmest Regards,

Francis R. Lynch

What Keeps You Up At Night??? 

As a business owner are you asking yourself?

Ø Can the business survive without me? More importantly, how will my family extract the value of the business if something were to happen to me prematurely?

Ø Am I maximizing the value of my business and do I have a “next step plan” that will translate the value of the business into “life-long” retirement income?

Ø Am I taking full advantage of all opportunities to reduce taxes, maximize “cash flow”, and transfer wealth?

Ø Is the business accurately covered? Am I sitting on liability I didn’t even know I have?

Ø Financial planning vs. Legal planning; are my two plans in sync?

Ø Are my accountant, lawyer and financial advisor talking to one another?

Let Your Worries Go !!!

My goal is to help you coordinate all aspects of your financial strategy and eliminate the stress and burden that usually accompanies this task.  At the end of the day, my main goal is to help you plan for the continued success of your business and afford you the ability to spend quality time with family and friends. 

_______________________________________________________

Insurance, Investments, Ideas

Since 1857, Northwestern Mutual has consistently focused on one ambition: to do the right thing for the people who put their trust in us.

We exist to help our clients manage financial risk and achieve financial security through our insurance and investment products. The products and services offered through carefully selected subsidiaries and affiliates, give way to a network of solutions to address your needs for financial security, capital accumulation, asset distribution and estate preservation. 

"At the heart of everything we do is our mission 
 to provide financial protection for people, and help them achieve financial security. 
 Our work is about humanity at its most emotional level."
Chief Executive Officer, Edward J. Zore

Northwestern Mutual's 2009 Annual Report

Links That Can Better Your LIfe

What's Key for Your Business?

Addressing a Long-Term Care Concern

Nonqualified Deferred Compensation Plans

Calculate Your Financial Welfare

When to Update Your Will

Get Started Now:

A Guide to Your Future

My Mission

Is to become the most valued and respected Financial Advisor for a client by helping them coordinate and improve the efficiency of their financial plans.

I will help them to identify and protect against unexpected risk and to build, distribute and transfer wealth in the most efficient manner possible. In doing this, I will obtain personal satisfaction and help clients achieve life long financial security.

 Associations & Memberships

National Association of Insurance and Financial Advisors (NAIFA), Member

National Association of Homebuilders (NAHB), Member

Connecticut Developers Council, Member

Awards & Recognition

Million Dollar Roundtable Qualifier 2007-2008

The Million Dollar Roundtable is an international, independent association of more than 35,000 members, or less than 1 percent, of the world's most successful life insurance and financial services professionals from 476 companies in 76 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

Northwestern Mutual Forum Level Producer 2006-2008, 2010

Since 2005, Fran Lynch has been a member of this group of Northwestern Mutual representatives which are recognized for being among the highest level of producers and excellence within the company.

Northwestern Mutual Eastern Regional Leading Producer Silver Category 2004 Financial Representative Year

In January, 2005, Fran Lynch was named the "Eastern Regional Silver Leader". This award recognizes the top Northwestern Mutual Agent in the Eastern region, in their second year of practice. This award is based on individual performance over the previous twelve months.

Northwestern Mutual Eastern Regional Leading Producer Gold Category 2005  Financial Representative Year

In January, 2006, Fran Lynch was named the "Eastern Regional Gold Leader". This award recognizes the top Northwestern Mutual Agent in the Eastern region, in their third year of practice. This award is based on individual performance over the previous twelve months.

Northwestern Mutual Eastern Regional Leading Producer Platinum Category 2006 Financial Representative Year

In January, 2007, Fran Lynch was named the "Eastern Regional Platinum Leader". This award recognizes the top Northwestern Mutual Agent in the Eastern region, in their fourth year of practice. This award is based on individual performance over the previous twelve months.

 NAIFA National Sales Achievement Award 2007-2010

Created in 1966, the NSAA recognizes local association members who write large numbers of life and health insurance policies, thereby demonstrating their abilities in client building and their success as an insurance agent.

NAIFA National Quality Award Recipient 2007-2010 NQA (Now renamed NAIFA Quality Award - earned in 2011)

Created in 1944, the NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet the client's needs.

These awards are possible because people like yourself place their confidence in Fran to help secure their financial future.