Joe Lynch
Insurance and Investment Sales

Liberty Wealth Strategies

I work as an agent for Liberty Wealth Strategies, an insurance and investments agency. I spend my time with individuals as well as local small business owners in the greater seattle area . For my individual clients, I help implement financial strategies for both growth and protection of their assets. Everything from retirement savings to life insurance policies. For small business owners, I work as a benefits coordinator, focusing on group benefits, including group life, health, disability and retirement plans.

I truly enjoy helping families and small business owners secure their financial futures. I take quite a bit of pride in making sure that my clients are well prepared for whatever comes their way.
My business is built around long term relationships and being the go-to-guy for any financial issues that may arise.

I am currently in need of 2 things... 1. Good referral and networking partners that have the same ethics and interest in providing service on more than a 'transactional' basis to their clients. I am specifically looking for a mortgage planner/broker, a CPA and an estate lawyer to help build my referral network. 2. Good Clients who understand the need for a professional to help them reach their financial goals.

I have worked in the financial industry since 2000. I have background knowledge in everything from basic savings to mortgages, as well as investments and insurance.