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Linker Financial Group Inc. has been assisting individuals and families for over 25 years by providing strategies designed to help Plan, Preserve, and Protect their assets.   

Call today for a free consultation!
800-299-7138 
Market Summary
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

 
Newsletters

Hidden Taxes: What Is Your True Cost?

We are pretty well aware of the taxes we must pay as U.S. citizens; income taxes, payroll taxes, sales taxes, property taxes, and gift and estate taxes, to name a ...

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Why Women Need Social Security

Did you know that the first person ever to receive ongoing Social Security benefits was a woman? Ever since Ida May Fuller received the first retirement benefit check ...

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Pay Down Debt or Save and Invest?

There are certainly a variety of strategies for paying off debt, many of which can reduce how long it will take to pay off the debt and the total interest paid. But ...

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What is personal liability insurance and do I have it?

Personal liability insurance protects your assets if you injure another person or damage someone else's property. It's also known as third-party ...

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What is umbrella insurance and why do I need it?

Umbrella liability insurance (ULI) provides additional liability coverage in excess of the liability coverage provided by other insurance policies, such as homeowners,...

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This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration. View General Privacy Policy.  View California Privacy Policy.

Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer Member FINRA/SIPC. Advisory services offered through Linker Financial Group.