Broker Check

Lynda B Blessing

Lynda B Blessing

(610) 436-5257
Lynda@BlessingFinancial.com

Our mission is to help our clients achieve their best possible life, using their finances to support that life in a most fulfilling way.  Whether it is juggling college bills and retirement planning, developing strategies to pass wealth on to the next generation, or considering whether to work part-time in retirement - we deal with all life's questions and goals, to develop and track a plan to support your situation.  

Especially now, emerging from covid, supply line backups and inflation, it can feel unsettling.   Please reach out to have a discussion about what you can do to manage your situation moving forward.   Having a plan can give you peace of mind.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.   We develop excellent long-term relationships with our clients, so that we can help with your evolving life, and bring the knowledge of tax laws, estate planning options, investment opportunities etc. to keep you on track.  With 25 years experience and advanced education designations, we can bring an independent and knowledgeable perspective to your situation. 

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office.  We would enjoy speaking with you.  There is an opportunity to register for a complimentary consultation as well. 

Interests

I'm married to Rich, a retired 6th grade math teacher.  We have a lovely daughter who graduated recently from Drexel University and is now doing a masters at Johns Hopkins. Tallie is our sweet, anxious rescue dog.  Blessing Financial Inc. has clients across PA and beyond in many states.  Elizabeth Austin is our amazing customer service relations manager.   She has 2 young adult sons and she's an excellent tennis player!  I enjoy a full life following Penn State sports, the Orioles and Phillies, riding my trike, reading, doing outdoor family activities and enjoying good friends.   I also volunteer with Chester County Food Bank, Junior Achievement and my church, to help give back and work for social justice for all people. 

Community Participation

  • Junior Achievement, annual symposium mentoring and leading workshops at various high schools
  • Penn State Nittany Lion Club and Alumni Association
  • Chester County Food Bank
  • First Presbyterian Church of West Chester

Areas of Focus

  • Retirement Planning 
  • Investment Strategies
  • Family Comprehensive Planning
  • Small Business Retirement Plans and Education

Awards & Recognition

  • 10 year FIVE STAR Private Wealth Manager - 2013-2023
  • 3 time winner of Cambridge Investment Research Legend Team member, 2021 - 2023
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients.  Recipients are identified through research conducted by industry peers and firms.   Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance.  For more information, go to www.fivestarprofessional.com
Designations
  • ChFC® Chartered Financial Consultant
  • CASL® Chartered Advisor for Senior Living
  • CRPC® Chartered Retirement Planning Counselor
  • CLU® Chartered Life Underwriter
  • CDFA® Certified Divorce Financial Analyst

Education

M.S. Engineering Science, 1990, Penn State University
B.S. Mathematics, 1983, Penn State University

Professional Associations

  • Financial Services Institute
  • National Association of Women Business Owners
  • Better Business Bureau

My Photos