Why the name LINK? Great advice connects decisions. Linking your current finances to future goals builds a clear roadmap and guidance to achieve it.
To build and protect lasting wealth through personalized, collaborative financial planning that unifies investments, taxes, estate planning, and retirement into one clear long-term strategy.
We act in your best interest at all times, aligning our advice with your goals, not our incentives.
Our planning is led by Certified Financial Planner™ professionals who bring discipline, rigor, and a full-picture view of your finances.
We explain your options in plain language and coordinate with your CPA, attorney, and other professionals so your entire plan works together.
We stay with you through each stage of life and business, revisiting and adjusting your plan as markets, laws, and priorities evolve.
“As fiduciary, CFP-led advisors, we measure our work by one thing: whether your financial life feels clearer, more connected, and better aligned with what you want for yourself and your family.”
Align your investments, savings, and cash flow so your wealth grows and supports you for life.
Reduce taxes with coordinated, year round planning.
Protect your legacy with clear, tax aware trust and estate planning.
Lock in guaranteed payments with a fixed rate annuity.
Turn your retirement savings into steady, tax smart income you can count on.
Unlock liquidity without selling your investments.
Protect your wealth from market swings, inflation, and risk.
Design a 401k plan employees value and rely on.
Protect your health, income, and family with smart insurance.
Align your investments, savings, and cash flow so your wealth grows and supports you for life.
Reduce taxes with coordinated, year round planning.
Protect your legacy with clear, tax aware trust and estate planning.
Lock in guaranteed payments with a fixed rate annuity.
Turn your retirement savings into steady, tax smart income you can count on.
Unlock liquidity without selling your investments.
Protect your wealth from market swings, inflation, and risk.
Design a 401k plan employees value and rely on.
Protect your health, income, and family with smart insurance.
