The Guest Speaker for next Wednesday, 11/26, will be Jerry Lynch of JFL Consulting, Executive Compensation and Financial Planning Programs of Fairfield.  He will speak on “Developing a Budget” for half of his presentation.  The other half to address your specific questions!

If you have a question on budgeting or any other financial related situation, please email it in to Amanda by Monday 8am. Amanda will then compile the list of questions and submit them to Jerry to prepare for his presentation Wednesday morning!

Bio.

Jerry Lynch is founder & president of JFL Consulting, Inc., a financial planning firm located in Fairfield NJ.  The company was founded on the premise of providing independent insurance & investment advice without being required to use any one company’s products.   JFL Consulting has been in business since 1997 and works with individuals with net worth of up to $50 million in assets.  He has been in the insurance & financial services field for more then 16 years. 

Jerry is a Certified Financial Planner (CFP®) with a focus on individuals with a variety of different financial & insurance related issues.  Prior to forming JFL Consulting, Jerry was a vice president of Marketing for Aetna US Healthcare responsible for over $350 million in revenues.  Designations and Licensing include

Ø        Certified Financial Planner- CFP®

Ø        Chartered Life Underwriter- CLU

Ø        Million Dollar Round Table

Ø        LEAP- Personal Financial Engineer- licensed

Ø        Health & Life Insurance Licensed- NJ, NY, PA, DE, CT, FL

Ø        Securities- 6,63,65, & 26 

Fees- JFL accepts compensation in a variety of different ways

Ø        Securities- mainly fee based

Ø        Insurance- commissions

Ø        Consulting-  

Financial Philosophy- Jerry’s thoughts on financial planning are relatively simple- get as many things as possible moving in a positive direction so more money can be focused on investing.  Look at tax efficiency of investments & the true costs associated with that program & don’t lose money! Too many individuals focus on the “right product” as opposed to the right strategy.  Examples of these ideas include

Ø        Own Vs Rent-

Ø        Minimize non deductible debt- such as auto loans, credit cards, etc

Ø        Live below your means.

Ø        Protect what you own with insurance & legal documents.

Ø        Set up strategies that will work, no matter what!

Ø        Invest on a systematic basis.

Ø        Diversify yourself- not just with stocks, but also real estate, business ownership etc.

 These basic principals can help any person become financially successful.

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