Steve Lynch Wealth Management

Steve Lynch Wealth Management Registered Representatives offering securities through United Planners Financial Services. Advisory

✈️ Clear skies ahead! National Aviation Day is today, and it is the perfect reminder that a great financial plan is exac...
08/19/2026

✈️ Clear skies ahead! National Aviation Day is today, and it is the perfect reminder that a great financial plan is exactly like a well-crafted flight plan.

Just like pilots, you need a pre-flight checklist before you take off:
• Plot the course: Define your long-term retirement and savings goals.
• Check the fuel: Build a solid emergency fund for unexpected turbulence.
• Monitor the instruments: Review and adjust your investments regularly.
• Watch the weather: Adapt your budget when economic conditions change.

Do not fly blind with your money. Let us be your co-pilot in creating a strategy that gets you safely to your destination.

The kids are heading back to school—why let them have all the growth? 🍎 • While they learn fractions, take time to ...
08/13/2026

The kids are heading back to school—why let them have all the growth? 🍎
• While they learn fractions, take time to learn about your investment options. 📈
• While they practice sharing, you can practice maximizing your contributions. 💰
• While they get recess, you can plan for a work-free retirement. 🏝️

Back-to-school season is the perfect reminder to review your financial goals. Your kids are building their future, make sure you do not neglect yours.

🍦 It’s National Ice Cream Day, which means you have the perfect excuse to treat yourself!🍦President Ronald Reagan declar...
07/19/2026

🍦 It’s National Ice Cream Day, which means you have the perfect excuse to treat yourself!🍦

President Ronald Reagan declared July National Ice Cream Month in 1984, also naming the third Sunday as National Ice Cream Day. It’s a celebration of one of America’s favorite desserts.

Whether you’re team cup or team cone, nothing beats a sweet, cold treat on a hot summer day. Happy National Ice Cream Day!

☀️ We are officially halfway through the year!While summer is a time to relax, it is also the perfect moment to review y...
07/14/2026

☀️ We are officially halfway through the year!

While summer is a time to relax, it is also the perfect moment to review your annual financial goals. A quick mid-year check ensures your plan stays on track for the rest of 2026.

Here are 3 key areas to review this week:
• Tax withholding: Adjust now to avoid surprises next April.
• Goal progress: Check your 2026 savings and investment targets.
• Budget drift: Review summer travel spending against your cash flow.

Small adjustments today prevent major course corrections later. Let's make sure your investments are working as hard as you do.

As we look around, it’s so easy to get hung up on the negative events and circumstances that surround us. But, if you ta...
07/04/2026

As we look around, it’s so easy to get hung up on the negative events and circumstances that surround us. But, if you take a step back, and look with a different perspective, you will see what I see: FREEDOM.

This Independence Day, America is 250 years old! I am more thankful than ever to be a member of this incredible nation. A nation where my voice is free to speak my thoughts. I am proud to be a citizen of a country that encourages such passion and pushes the limits of what is possible.

It has been my greatest honor as a financial advisor to help so many people find financial independence and help them with their own pursuit of happiness.

And as you celebrate today, I hope you can all find a way to honor what this holiday is truly about: Life, Liberty, and the pursuit of happiness.

Wishing you a wonderful Independence Day.

Fathers come in all kinds of forms, but the great ones share one thing in common: their kids come first.They guide us as...
06/21/2026

Fathers come in all kinds of forms, but the great ones share one thing in common: their kids come first.

They guide us as we grow, teach us responsibility, and show us what it means to be our best.

Here’s to the dads who have shaped our lives.

Happy Father’s Day!

🌞 School’s out, but financial lessons are in! 🍎💸Summer is the perfect time to turn "I’m bored" into a mini-lesson on mon...
06/09/2026

🌞 School’s out, but financial lessons are in! 🍎💸

Summer is the perfect time to turn "I’m bored" into a mini-lesson on money. Here’s how to keep it fun and future-focused:

🍦 The Treat Fund: Have kids save their allowance for a specific summer treat. It makes the reward even sweeter!

🎢 Weekly Budgets: Give older kids a set "fun budget" for the week to help them learn priorities and pacing.

📈 Check Your Goals: While they play, take 15 minutes to review your family’s retirement plans or long-term savings goals.

Let’s make this summer both memorable and smart!

As we observe Memorial Day, our armed forces continue to serve around the world to defend and preserve freedom.As a vete...
05/25/2026

As we observe Memorial Day, our armed forces continue to serve around the world to defend and preserve freedom.

As a veteran-owned business, and with children serving our country, we would like to remind you why we celebrate today. It’s more than BBQs and picnics, family get togethers and a day on the lake.

Today is to remember those that gave the greatest of all sacrifices for us – their lives. For family and friends of those lost, it is a day of remembrance. For all, it should be a day of reverence.

On this solemn occasion, please join me in taking a moment to pay tribute to those who make it possible for us to live as we choose.

“The patriot’s blood is the seed of freedom’s tree.” -Thomas Campbell

Leadership is often defined by sacrifice and the willingness to serve a cause greater than oneself. On , we pause to re...
05/16/2026

Leadership is often defined by sacrifice and the willingness to serve a cause greater than oneself.

On , we pause to recognize the extraordinary men and women currently in uniform. Their discipline, resilience, and unwavering commitment provide the security that allows our communities and businesses to thrive.

As a veteran-owned business, and with children serving our country, we are proud to stand behind those who protect our freedom. We salute your bravery and the sacrifices made by both you and your families to keep us safe.

Join us in thanking a service member today.

Happy Mother’s Day to every kind of mom and mother figure. Today, we’re honoring the love, strength, patience, and unsee...
05/10/2026

Happy Mother’s Day to every kind of mom and mother figure.

Today, we’re honoring the love, strength, patience, and unseen work that show up in so many forms whether motherhood feels joyful, complicated, or somewhere in between.

Happy Mother’s Day!

Address

6605 Uptown Boulevard NE Ste 370
Albuquerque, NM
87110

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 2pm

Website

Alerts

Be the first to know and let us send you an email when Steve Lynch Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category