Securing Your Future

Planning your future retirement and navigating the complexities of various tax regulations can be a daunting task. From determining how much to save to selecting the best long-term tax strategy, there's a lot on your plate as you're preparing for your retirement. That's where we come in.

At Peter Lynch, Inc. we help professionals looking to secure the financial future for themselves and their families. Our professional tax and retirement experts have the experience and the knowledge to help create a successful strategy for you.

We understand that each retirement plan is unique. The first step is to sit down and discuss your exact retirement goals. After gathering information, our team of experts will lay out a customized plan to ensure you're prepared for life's unexpected events. Finally, we will provide periodic updates to make sure you are on the right track as the plan is implemented.

You're only a quick email or call away from scheduling your free consultation. Let us help get your retirement back on track so that you can get back to doing what you truly love.

CPA Tax Advice and Retirement Planning - Red Bank NJ
CPA Tax Advice and Retirement Planning - Red Bank NJ

Don't Face Retirement's Challenges Alone - We're Here to Help You Secure the Retirement You've Earned

Access to Experts

Peter is a member of Ed Slott's Master Elite IRA Advisor Group. This access to vast amounts of experts and updated information means you can rest assured that our team is always updated on the most recent tax code changes. This professional group acts as a resource to ensure that our clients are always put in the best possible position to succeed.

Comprehensive Knowledge

As a CPA and a Registered Representative, Peter has the comprehensive knowledge to examine the full picture of your tax and retirement planning situation. Don't waste your valuable time running around finding different professionals - we have the expertise to examine the total picture.

Experienced Professionals

With over 20 years of professional experience helping clients navigate the challenges of tax and retirement planning, Peter prides himself on leveraging lessons learned from real clients. We use our understanding of these complex situations to ensure that we put you in the best possible position to achieve financial independence.

Continual Education

In order to provide the best possible service to his clients, Peter prides himself on constantly learning the different changing complexities of the tax and retirement planning areas. Regularly attending seminars, conferences, and reading up on changes in policy on a regular basis means you can rest assured that you're in good hands. Let us take away the headache of retirement planning so that you can focus on what's truly important to you.

Personalized Service

This is not a one size fits all approach - we work with a select number of clients each year and understand that every individual isn't a good fit for us to help. Running our business this way makes certain that we always have time to provide personalized service and care with each unique client situation. Schedule a free consultation today to see if we can assist with the current challenges you're facing.

Clear Guidance

If reading about the new updates to the tax code or retirement timelines leaves you with a headache, you've come to the right place. We provide our clients with simple and easy to understand advice and explanations. After we learn more in a free consultation to understand your unique case, we will provide a direct and straightforward plan that is tailored just for you.

Committed to Your Success Since 1998

Our biggest victories are seeing our clients succeed and achieve financial independence. We deal with the complexities of retirement so that you can get back to doing what you love and can start truly enjoying your retirement.

After working hard your entire career, don't leave the retirement plans you've been dreaming about to chance. Let us help you secure your financial future.

Free Retirement Check

Peter Lynch, CPA - President, Registered Representative

With 20+ years of experience, Peter has extensive knowledge in the area of retirement planning through the use of IRA rollover accounts. He currently holds his Series 6, 7, 24, 63, and 65 FINRA licenses and is registered for securities in NJ, NY, PA, and FL.

Peter is licensed with the state of NJ, NY, PA, and MD Departments of Banking and Insurance for life and health insurance. He is also a member of the American Institute of Certified Public Accountants (AICPA) as well as a member of the NJ State Society of CPA's.

As a member of Ed Slott's Master Elite IRA Advisor Group, Peter has access to IRA distribution planning experts around the country. This group is an exclusive, invitation-only group.

Contact Peter Now