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!
Company Details
- Employees
- 12
- Address
- 7575 N Cedar Ave #102, Fresno,ca 93720,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- linkerfinancial.com
- Keywords
- Cash Flow & Budgeting, Debt Management, Employee Benefits Review, Insurance Needs Analysis, Portfolio Analysis, Asset Allocation, Retirement Planning, Future Planning, Stock Option Planning, Tax Reduction Strategies, Estate Planning, Medicare Planning, Social Security Planning, Long Term Care Planning, Government Benefit Planning, Charitable Giving Planning.
- HQ
- Fresno, CA
Linker Financial Group Questions
Linker Financial Group's website is linkerfinancial.com
Linker Financial Group's LinkedIn profile is https://www.linkedin.com/company/linker-financial-group
Linker Financial Group has
12 employees.
View email and phone details for 12
employees at Linker Financial Group.
Linker Financial Group's industry is
Financial Services
Linker Financial Group's top competitors are
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Linker Finance,
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Prosper Financial Services Llc,
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Unity.
Linker Financial Group's categories are Financial Services
