Retirement Planning Center

Lynda Paul is a Certified Financial Planner™, Certified Public Accountant with a special designation of Personal Financial Specialist and has a Master's Degree in Finance. Lynda spent the first 8 years of her career at Abbott Laboratories as the Lead Corporate Accountant, responsible for closing the corporate accounting books, planning and designing the Annual Report and maintaining relationships with the corporate auditors. She left Abbott in 1995 to become a personal financial. Lynda is a Registered Investment Advisor Representative, a financial planner, licensed in the States of Illinois, Wisconsin and many others. She is responsible for investing and managing millions of dollars for her clients. Lynda specializes in retirement, legacy / estate planning and wealth accumulation.

Lynda speaks to audiences around the country on various areas of Financial and Lifestyle Planning.

 

Services Include

  • Comprehensive Financial Planning
  • Retirement/401(k) Rollover Planning
  • Estate / Legacy Planning
  • Wealth Management Services
  • Small Business Financial Planning
  • Education Funding Options
  • Stock Options Strategies
  • Group Educational Seminars

Products Available

  • Stocks / Bonds / Mutual Funds
  • ETFs / Money Market / CDs
  • Fixed / Variable / Income Annuities
  • Employer 401(k) Investment Rollovers
  • Life Insurance / Term / Universal / Whole
  • Disability Income Replacement
  • Long Term Care Insurance
  • IRAs/ Roth IRAs / SEP-IRAs/ 401(k)s


Contact Info

Phone
(847) 263-7526
Fax
(847) 263-7521
Website
www.lyndapaul.com

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