At Linker Financial Group Inc., we have over 35 years of industry experience, and we use our heritage of excellence to provide world-class service and cutting-edge strategies. We know that whatever you may hope to achieve, your plan needs to work in unison so you can stay focused on what matters most.

We are a team of experienced professionals who endeavor to help individuals and businesses build, protect, and transfer their wealth. By taking a multi-tiered approach to financial planning, we are able to build custom strategies that take everything into consideration. 

When it comes to finances, we know that everyone is different. We understand that making smart financial decisions can be daunting, that's why we offer a variety of services, so you can choose what works best for you. Whether you're just starting out with financial planning or you're a working professional, pre-retiree, or retiree, we have the resources and expertise to help you meet your goals.

Services we offer:

Basic - For financial planning beginners
• Portfolio Analysis
• Employee Benefits Review
• Retirement Plan Asset Allocation Review
• Insurance Needs Analysis
• Debt Analysis & Reduction Strategies

Essential - For working professionals
• Everything in Basic Plus
• Retirement Analysis / Plan
• College Funding Analysis / Plan
• Stock Option Analysis
• Tax Reduction Strategies
• Estate Planning

Comprehensive - For pre-retirees and retirees
• Everything in Basic & Essential Plus
• Retirement Income Plan
• Pension Maximization Strategies
• Required Minimum Distribution Planning
• Medicare Planning
• Social Security Planning
• Legacy Planning
• Charitable Giving Planning 

We understand that every person and business is unique, and we take the time to get to know our clients in order to provide tailored solutions that meet their needs & in order to help them grow and succeed.

We are looking forward to working with you through all stages of your life. 

Contact us today!

Linker Financial Group

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