Egan Lynch Financial Group

Egan Lynch Financial Group Egan Lynch Financial Group is a financial planning firm headquarter in Wall, NJ. Our mission is to help our clients achieve their financial goals.

Our clients are individuals, families, businesses, and not-for-profit organizations of all shapes and sizes. Each one of our clients is unique and therefore requires unique solutions. We help our clients identify their goals, get organized, create an action plan, and put themselves in the best possible position for success. We listen first, gather information, and make recommendations based on our clients' unique situation. Disclosures: www.eganlynch.com

Studies show that 21.8 million American seniors have no alternate form of income other than social security. Now is the ...
08/06/2026

Studies show that 21.8 million American seniors have no alternate form of income other than social security. Now is the time to ensure that you have a foolproof retirement plan that will allow you to retain your way of life once you decide to stop working. Let’s talk about bolstering your retirement plan today.

Healthcare is a large and underestimated expense retirees face. Let's see how Health Savings Account can help your retir...
08/04/2026

Healthcare is a large and underestimated expense retirees face. Let's see how Health Savings Account can help your retirement plans.

Click Here to Read More: https://bit.ly/4xjQLO3

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08/03/2026

Last week, U.S. equity markets posted modest gains despite ongoing volatility, while bond markets reflected uncertainty around inflation and interest rates. Economic data suggested growth may be slowing, with softer consumer sentiment and signs of moderating demand. Check out this week’s market perspective for additional market insights and analysis.

Whether you’re buying your first home or making space for a growing family, I can help you outline an approach that lets...
07/31/2026

Whether you’re buying your first home or making space for a growing family, I can help you outline an approach that lets you take the next steps with confidence.

If an illness or injury suddenly limited your ability to work, would you want to make financial decisions under added pr...
07/30/2026

If an illness or injury suddenly limited your ability to work, would you want to make financial decisions under added pressure? Planning for income interruptions can help
create flexibility when it matters most. Let’s connect.

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, ...
07/29/2026

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, retirement contributions, and ways for you to balance growth with stability.

Summer has a way of slowing things down and that’s a good thing when it comes to your finances. Let's step back and take...
07/28/2026

Summer has a way of slowing things down and that’s a good thing when it comes to your finances. Let's step back and take care of a few things.

Click Here to Read More: https://bit.ly/4vTVghu

CRN202906-11557520

07/27/2026

Markets moved lower last week as Middle East tensions weighed on sentiment. The S&P 500 fell 0.6%, while rising oil prices stoked inflation concerns, pushing Treasury yields higher and causing investors to reassess expectations for near-term Fed rate cuts despite resilient economic data and solid earnings. Dive into this week’s market perspective for more analysis and key takeaways.

Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit ...
07/27/2026

Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit into your plan, I can walk you through the details. Let's connect.

I’m here to help you and your family think through caregiving responsibilities and potential long term care costs — proa...
07/23/2026

I’m here to help you and your family think through caregiving responsibilities and potential long term care costs — proactively, not reactively. Let's connect.

Address

1821 State Route 71
Wall, NJ
07719

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Website

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