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    Patrick Lynch Classes

    At Patrick Lynch Financial, we hold informational classes for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our classes include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Whenever you attend a class, feel free to schedule a one-on-one, no-obligation meeting.

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    Who We Are
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    Our team is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
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    Services We Offer
    We specialize in Retirement Income Strategies, Wealth Management, Asset Protection, Annuities, Life Insurance, Investments, Tax-Efficient Strategies, Long-Term Care Strategies, and IRA & 401(k) Rollovers.
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    Upcoming Classes
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    Privacy Policy | Terms of Use | BrokerCheck

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    John Patrick Lynch is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser. Mr. Lynch is also an insurance agent and provides annuity and insurance products through insurance agencies. John Patrick Lynch does business in Colorado and California. We do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.