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About
Linker Financial Group, Inc.

Seasoned guidance for families, individuals, and generations to come.

Linker Financial Group, Inc.'s

Wealth Care Approach

Since 1987, Linker Financial Group, Inc. has stood for more than financial planning—we stand for families. We call it Wealth Care because our work goes beyond numbers. It’s about preserving what you’ve built, preparing for what’s ahead, and passing on a legacy that lasts.


Our comprehensive approach blends smart investment strategy, proactive tax planning, and long-term care solutions with deep personal connection. Whether you're planning for retirement, caring for aging parents, or thinking about the next generation, our Wealth Care Approach is built to grow with you.


At Linker Financial Group, Inc., we don’t just manage wealth—we care for it, like family.

Client Centered

 

Our Approach

We take a personal, collaborative approach to planning. Every client has unique goals, values, and challenges. That’s why we tailor each strategy with care, intention, and long-term vision.

This is Family Wealth Care Planning — thoughtful, integrated, and centered on what matters most to you.

We believe your financial plan should be just as dynamic as your life — growing, adapting, and always aligned with your priorities.

What We Offer

Our services are comprehensive and designed to meet your needs at every stage of life:

Comprehensive Financial Planning- Tailored, goal-based strategies to help you invest, preserve, and transfer wealth with purpose.

Retirement & Income Planning- Personalized planning for income, Social Security, pensions, and lifestyle needs — before and after retirement.

Investment Management- Custom portfolios built to match your risk tolerance, goals, and market outlook — with ongoing monitoring and rebalancing.

Tax Strategy & Coordination- Integrated tax planning, including Roth conversions, capital gains strategies, and coordination with your CPA.

Estate & Legacy Planning Support- We help ensure your assets are structured and aligned with your long-term intentions and coordinated with your estate attorney.

Long-Term Care Planning- Private pay strategies, long-term care insurance, and guidance on Medi-Cal, IHSS, and other benefit programs. 

Eldercare Advisory Services- Support for families navigating aging, caregiving needs, placement options, and healthcare transitions.

Insurance Planning- Protection through life, disability, and long-term care coverage designed to safeguard your income and loved ones.

Multigenerational Wealth Planning- Collaborative strategies that connect generations — promoting family harmony, financial education, and legacy continuity.

Business Owner Planning- Succession planning, retirement and asset preservation strategies for entrepreneurs and family-run businesses.

Charitable Giving & Philanthropy- Incorporate values-based giving through donor-advised funds, legacy planning, or structured charitable strategies.

Special Needs Planning- Solutions for families caring for loved ones with disabilities, including trust coordination and government benefit alignment.

Professional Collaboration- We coordinate with attorneys, CPAs, and other professionals to ensure all aspects of your plan work in sync.

Our Commitment

Our Commitment

At Linker Financial Group, Inc., we pride ourselves on building lasting relationships based on trust, transparency, and exceptional service. Our mission is simple: to help you pursue financial security, confidence, and the freedom to focus on what matters most in your life.

Ready to Take the Next Step?

Let’s start a conversation about your financial future — and how we can help you preserve, invest, and pass on what matters most.

Schedule Your Complimentary Consultation