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Financial Planning and Consulting Services
Linker Financial Group Inc. takes a multi-tiered approach to financial planning starting with a financial inventory. This includes a cash flow and net worth analysis, asset allocation & investing, tax assessment, retirement, estate, college and insurance planning as well as asset protection strategies. This type of planning is ideal for clients who want a comprehensive financial plan.
Linker Financial Group also offers financial needs analysis in specific areas such as:
  • Budgeting
  • Tax Planning
  • Cash Flow Management
  • College Planning
  • Risk Management & Insurance
  • Retirement Planning
  • Asset Allocations & Investing
  • Estate Planning
  • Long Term Care Estate Planning
  • Government Benefit Planning

  • Assessing Portfolio Performance: Choose Your Benchmarks Wisely
    You can't help but hear about the frequent ups and downs of the Dow Jones Industrial Average or the S&P 500 index. The performance of both
  • Estate Planning Strategies in a Low-Interest-Rate Environment
    The federal government requires the use of certain published interest rates to value various items used in estate planning, such as an
  • Are There Gaps in Your Insurance Coverage?
    Buying insurance is about sharing or shifting risk. For example, health insurance will cover some of the cost of medical care. Homeowners insurance will assume some
  • I'm thinking about storing financial documents in the cloud. What should I know?
    Cloud storage--using Internet-based service providers to store digital assets such as books, music, videos, photos, and even important documents
  • What's the best way to back up my digital information?
    In writing or speaking, redundancy is typically not recommended unless you're really trying to drive a point home. When it comes to your digital life,
Market Summary

 Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA/SIPC.  Advisory services offered through First Allied Advisory Services, Inc. and Linker Financial Group.  Both Registered Investment Advisers.  Linker Financial Group is not affiliated with First Allied Securities, Inc. and/or First Allied Advisory Services, Inc.

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Check the background of this financial professional on FINRA's BrokerCheck.