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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Michael Lynam, CFP®, MBA, AIF®

Michael Lynam, CFP®, MBA, AIF®

Financial Advisor

Office: (205) 444-5571
Mobile: (205) 587-5598
Fax: (877) 414-3971
E-mail:

Website: Visit my web site!

 

Born in Birmingham, Alabama, Michael earned an undergraduate degree in Finance and an MBA from the University of Alabama at Birmingham. Michael is a past President and former board member on the UAB MBA Alumni Association. He began his financial services career with Principal Financial Group®. Michael is also a Million Dollar Round Table Top of the Table qualifying producer. He holds a Property and Casualty, Life and Health, Variable Life, Variable Annuity insurance license as well as his FINRA Series 7, 6, 63, 65 Securities Registrations. Michael also holds the CERTIFIED FINANCIAL PLANNER (CFP®) certification and the Accredited Investment Fiduciary (AIF®) professional designation. He is a  Financial Advisor with Capstone Financial Group, LLC and brings to the company years of experience from the following industries: Insurance, Healthcare and Real Estate.

Michaels focus is on his faith, family and clients. He resides in Mountain Brook, Alabama with his wife, Kalai and their 6 children. In addition to spending time with his family and friends, he has a passion for traveling, supporting the arts, and the great outdoors. He is active in the community and attends Hunter Street Baptist Church.

 

Million Dollar Round Table (MDRT) annual membership demonstrates qualifying production and meeting minimum production levels and pay annual dues. Qualification should not be perceived as a recommendation or an endorsement of services. Applicants must continue to submit proof of production by a certifying letter until achieving 10 years membership for Court of the Table. For further information please see MDRT member requirements.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck