Lynn A Schmidt, CTC, ARA, CSA,EA
Lynco Financial & Tax Services, Inc.
As the founder of Lynco Financial & Tax Services, Inc., Lynn Schmidt has over 31 years of saving her clients tax dollars. Lynn brings degree accounting experience to her clients, along with accreditation as an Enrolled Agent a federally licensed tax expert, licensed securities* and insurance agent, Certified Fund Specialist, Certified Senior Advisor and Accredited Retirement Advisor and now Certified Tax Coach. Lynn’s designation as a Certified Tax Coach equips her with specialized training in proactive tax strategies; enhancing the skills and knowledge available to share with business owners, taxpayers and families served by her well-established tax and financial services business. Lynn’s strategic approach to tax planning provides clients with complete financial guidance to make the tax code work in their favor and take advantage of every available tax break! It definitely helps them “keep more of what they make”.
Lynn believes in educating clients on their opportunities, and works with them to help them establish a comprehensive blueprint for retirement by means of investing, insurance, tax, and estate planning. Those who have trusted Lynn with their tax planning for the past 30+ years value her straightforward manner. Lynn leads her staff as a helpful, considerate ally; to clients navigating the challenges of yearly tax planning. By designing a personalized plan, Lynn navigates the complex tax code to assist clients in maximizing their savings and helps them keep more of their hard earned money.
*Lynn Schmidt “ Advisory Representative. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory services offered through H.D. Vest Advisory ServicesSM, 1495 Sixth Street SE, Winter Haven, FL 33880.
*Lynco Financial & Tax Services, Inc. is not a registered broker/dealer or independent investment advisory firm.
FL Department of Insurance License #A299967