Understanding Today's Financial Environment
At Linker Financial Group we understand that individuals face unique challenges with their financial planning. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Contact UsServing Individuals
We can help take some of the mystery out of preparing for your financial future.
Business Planning
Special insight and perspective to help business owners pursue their objectives and success.
Investing Strategy
Let us provide you with guidance that can help you understand and better define your financial goals.
Helpful Content
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
View all articles 
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Emerging Market Opportunities
What are your options for investing in emerging markets?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.