Lynn A. Schmidt* of Lynco Financial & Tax Svcs Honored With the 2016 Five Star Wealth Manager Award

WINTER HAVEN, Fla. - May 26, 2016 - PRLog -- A Local Tax Expert and Financial Advisor* from right here in Polk County has recently been awarded the Prestigious Five Star Award and has been selected as one of the 2016 Five Star Wealth Managers, and she is currently featured in the May issue of Orlando magazine.  Five Star Professional partnered with Orlando Magazine to recognize a select group of Orlando area wealth managers who provide quality services to their clients. Lynn A. Schmidt, owner of Lynco Financial & Tax Services, Inc. and the recipient of this award, holds this decoration in high regard.  Believe it or not, this isn't the first time she has received this award either.  This award was previously bestowed upon Lynn back in 2011 and again in 2013, 2014 and 2015.

"As an Enrolled Agent, Tax Coach, Accountant and Financial Advisor, I love interacting with a variety of individuals, families and business owners to turn complex tax laws into understandable strategies and utilize proactive plans to help them KEEP more of what they make and SAVE more of what they keep," says Lynn A. Schmidt, EA, CTC of Lynco Financial & Tax Services, Inc.

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.  This recognition speaks in volumes, due to the fact that out of nearly 2,000 Wealth Manager candidates in the Orlando Area, only a little over 100 (only a mere 5%) have been honored with the Five Star Professional Award.

Additionally, Lynn was the only candidate selected to be listed in the "Taxation" category!  Through her affiliation with HD Vest Investment Services, Lynn offers a unique value to her clients through a program called Tax Alpha.  Tax Alpha is the value that is added to a client's financial plan by optimizing sound tax strategies.

Candidates for the Five Star Wealth Manager award do not pay to be considered, and being selected for this award does not guarantee the wealth manager will experience future investment success.  This award simply reflects Client Satisfaction, seeing as the achievement process relies mainly on the ratings of one's clients.  It is also a reminder to the advisor's clients that they're in good hands!

Lynn is an Enrolled Agent and holds various Securities Licenses Series 6* and 63*. She has also earned designations such as Certified Tax Coach, Fellow - National Tax Practice Institute, Certified Fund Specialist, Certified Senior Advisor and Accredited Retirement Advisor.

To find out more, please visit the website of Lynco Financial & Tax Services, Inc. at http://www.LyncoTax.com.


*Securities offered through H.D. Vest Investment ServicesSM, Member:SIPC,  Advisory services offered through  H.D. Vest Advisory ServicesSM Lynco Financial & Tax Services, Inc. is not registered broker/dealer or independent investment advisory firm

*Securities License Series 6 - Investment Company Products/Variable Contracts Rep

*Securities License Series 63 - Uniform Securities Agent State Law Exam