No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. We mainly work with Pre-Retirees to Retirees that are needing guidance with Income Planning, Medical Costs and Coverage, Tax Strategies to help minimize taxes while retired, Estate Planning to reduce the risk of your money going to the wrong place or in the wrong way, and Risk Management - Legislative/Policy Risk, Longevity Risk, Market Risk, Risk of a surviving spouse and planning for unexpected expenses along with planning for inflation - all of this while planning for IRMAA to reduce penalties there.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 5068 W Plano Pkwy,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- interlincfinancial.com
- Keywords
- Plano.
- HQ
- Plano, TX
Interlinc Financial Advisors, Inc. Questions
Interlinc Financial Advisors, Inc.'s website is interlincfinancial.com
Interlinc Financial Advisors, Inc.'s LinkedIn profile is https://www.linkedin.com/company/interlincfinancial-advisors.-inc
Interlinc Financial Advisors, Inc. has
5 employees.
View email and phone details for 5
employees at Interlinc Financial Advisors, Inc..
Interlinc Financial Advisors, Inc.'s industry is
Financial Services
Interlinc Financial Advisors, Inc.'s top competitors are
Blueprint,
Embark Agency,
Aimbridge Hospitality,
A5,
Keurig Dr Pepper Inc.,
Pursuit,
M/i Homes, Inc.,
Creative Circle,
Kalterra,
Toyota North America.
Interlinc Financial Advisors, Inc.'s categories are Financial Services
Interlinc Financial Advisors, Inc.'s founding year is 2009
