Lynn truly wanted to be an independent financial advisor specializing in retirement and fee-based financial planning.  She has been with Focus Financial since 2001 and has loved it. Not only does she have the freedom to choose products, vehicles, and all sorts of different investment options, she also has the camaraderie of great financial advisors. She feels that the advisors at Focus Financial are the cream of the crop and is happy to be associated with them.

Lynn has always been very goal-oriented and she truly believes the best asset of hers that she gives to her clients is her ability to organize and talk about things in a plain manner. Lynn believes that educating her clients is the key. In 2003, Lynn was proud to deliver her daughter, Ava Elizabeth. This keeps her busy, but Lynn never turns her head back -- she is always focused on the future. This includes her clients as well.
  

*As seen in the Mpls St. Paul Magazine and Twin Cities Business. 

Lynn R. Daly specializes on working with individuals who are in retirement or are approaching retirement. She also works with individuals who are interested in getting a handle on their entire financial picture. She educates them on how to potentially reduce risk in their portfolios or how they may be able to generate income, all based on their risk tolerance. After understanding the goals of her clients, she recommends specific ideas and helps navigate the best way to achieve them. She implements these ideas through a fee-based process which include all areas of financial planning; asset management or financial management, pre-retirement and postretirement issues, stock options, deferred compensation plans that work, portfolio income generation, gifting, insurance, estate planning, long term care, disability, asset ownership issues, and income tax issues.

Once she has gone through the financial planning process with her clients, she has all the information she needs in order to help them achieve their financial goals. Many people have an array of financial professionals that help them in their life. For instance, some have accountants and attorneys, others have insurance agents, and some even have a stock broker or perhaps a family friend that they rely on. She believes that often these folks do not coordinate the services and that creates a real problem. She feels that her job as an advisor is to not only educate individuals and to understand what their goals and dreams are but to assess and evaluate all the aspects of their financial picture.

Lynn's also has training in social work. She knows and loves people. Lynn's goal in life is to help people to not only get organized, but to navigate them through their financial planning processes and ultimately achieve their goals. As an independent advisor, she can provide her clients with the some of the best products in the marketplace. From day one, the client is supported in the implementation and execution of the agreed upon plan and Lynn continues to monitor and track the clients' financial plan. She regularly contacts the client throughout the year to makes sure that everybody is on the same page.

Finally, Lynn loves being an independent financial planner. 

*Presented to 7% of wealth managers with five years of experience in the financial services industry located within a market area. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf