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Lynn B Thurgood

CLU, CAS
Personal Finance, Retirement, Investing
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“With over three decades of experience in the financial industry, Lynn "B" Thurgood is committed to creating comprehensive retirement plans that minimize risk and protect assets to keep money "in the family".”
Firm:

Oxford Wealth Advisors, LLC

Job Title:

President / Retirement Lifestyle Specialist

Biography:

Lynn Thurgood’s accomplishments are impressive, but more importantly, his success is the direct result of hard work, persistence, and having a vision. In 1987, after witnessing his own family struggle financially Lynn made a commitment to himself to gain financial independence.  As a result, he started his own business from the ground up to serve and protect retirees and pre-retirees from retirement issues such as how to avoid paying unnecessary taxes, how to avoid probate, how to stretch assets to last an entire lifetime and how to avoid Medicaid spend-down when nursing home confinement became necessary.

Today, Oxford Wealth Advisors, LLC. continues to help hundreds of clients, throughout New Mexico and the Southwest, avoid these prevalent retirement pitfalls by building PATHways that brighten futures.

Lynn believes in community involvement.  He is a member of the Rio Rancho Regional Chamber of Commerce where he has served as Vice President, Board Member and Ambassador.  Lynn also served as commissioner with the City of Rio Rancho Planning and Zoning Department for about 5 years. In addition, Lynn has coached Boys and Girls Club Basketball, Little League Baseball, and supports the Boy Scouts of America program locally, having earned the Eagle Scout Rank as a young man. Lynn also participates, and actively serves in church activities.

Lynn married his wife Donna in 1980, and they have lived in Rio Rancho since 1985.  They have 2 sons and 1 daughter and 7 grandchildren. Family and Faith are the foundations of his life. Because of his passion, integrity, and commitment, Lynn is in high demand as a Financial Advisor.  He and his staff are committed to client satisfaction.

CRD Number:

2721398

All Answers
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Most Helpful
    Banking, Investing, Mutual Funds
Where can I invest my money if I want to be able to easily access it in case of an emergency?
83% of people found this answer helpful

With the volatile stock market and in response to your "might need the money in case of an emergency" I recommend the following:

Go to "Bankrate.com" and click on the Savings/MMA button and avail yourself of the top rates available nationwide for FDIC Insured Savings Accounts / Money Markets.

You will find several options there that are paying as much as 2.25% interest (or more) and allow ongoing deposits and offer 100% liquidity and safety.  FDIC Insured and NO FEES!

These online accounts "link" to your local savings or checking account and you transfer money back and forth without fees ....

Good Luck!

November 2018
    401(k), Stocks
Where should I move my 401(k) gains before the bull stock market ends, in preparation for a market crash?
53% of people found this answer helpful
November 2017
    Debt, Personal Finance, 401(k), Stocks
Should I pay down my mortgage with assets from 401(k), stocks and savings?
33% of people found this answer helpful
November 2017
    IRAs, Taxes, Retirement Plans
Should I open an IRA or a Roth IRA?
0% of people found this answer helpful
June 2017
    Career / Compensation, 401(k)
How wary should I be of 401(k) fees through my company's plan?
0% of people found this answer helpful
June 2017