How is Your Financial Well-Being?


We recommend that all of our clients utilize these Financial Wellness strategies to help achieve financial freedom and make choices that allow you to enjoy life.

Sign up for our on-demand webinar to receive the strategies!
 
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This webinar covers savings, investing, insurance, and estate planning in a quick and easy to understand way. The webinar is free, so sign up using the form to get access to the free webinar!

ABOUT US

Egan & Lynch Financial Group is a third-generation family business that has been helping people achieve their financial goals for over 60 years.

Conor J. Egan

CFP®, ChFC®,
CRPS®, MBA

Partner & Financial Planner

Matthew R. Egan

FCSP®

Partner & Financial Planner

What is Financial Well Being?

Before you dive into the webinar, understanding what we mean by Financial Well-Being can help you put everything we’ll discuss today into context.

Having control over day-to-day, month-to-month finances

Make sure, when it comes to savings, you consider the “Pay yourself first” approach. It’s simply a way to save, like using direct deposit, to ensure that money is set aside ahead of time. As they say, out-of-sight, out-of-mind; or in this case, out-of-sight, out-of-burning-a-hole-in-your-pocket.

Being on track to meet financial goals

When we talk about investing, we’re talking specifically about putting your money into financial instruments such as stocks, bonds, or mutual funds. Also included in this discussion would be cash and cash equivalents such as CDs or money market accounts.

Having the financial freedom to make choices that allow one to enjoy life

When we talk about investing, we’re talking specifically about putting your money into financial instruments such as stocks, bonds, or mutual funds. Also included in this discussion would be cash and cash equivalents such as CDs or money market accounts.

How is Your Financial Well-Being?


We recommend that all of our clients utilize these Financial Wellness strategies to help achieve financial freedom and make choices that allow you to enjoy life.

Sign up for our on-demand webinar to receive the strategies!