Lynn Daly

Background

About Lynn Daly

With a passion for helping high net worth women, Lynn R. Daly has provided financial services since 1991. It is this intrinsic desire to serve her clients' needs that has led to her successes and longevity in this profession, and it continues to motivate her every day. By using a holistic approach to financial planning. her client's financial goals and concerns are addressed as a component of the health and welfare of the whole person. Approaching everything with the "big picture" in mind allows her clients to retain the proper perspective, always focusing on the client's long-term goals and future. As an independent fee-based financial advisor, Lynn enjoys the ability to represent her female clients first and foremost, rather than any company or product. She feels that this independence is vital in providing balanced and sound financial advice. One of her key skills as a financial planner is her ability to discuss complex financial issues with clients in a plain and down-to-earth manner. Her organizational skills further enhance this ability to help her female clients understand and address their financial situation. Specialties: Women and Finance Retirement distribution and income planning Long-Term Care, Disability Income, and Divorce Planning Securities and investment advisory services offered through Royal Alliance Associates Inc, member FINRA/SIPC. Additional investment advisory services offered through Focus Financial Network, Inc, a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Daly & Associates is not affiliated with Royal Alliance Associates. Royal Alliance Associates does not offer tax or legal advice.