Interlinc Financial Advisors, Inc.

No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. We mainly work with Pre-Retirees to Retirees that are needing guidance with Income Planning, Medical Costs and Coverage, Tax Strategies to help minimize taxes while retired, Estate Planning to reduce the risk of your money going to the wrong place or in the wrong way, and Risk Management - Legislative/Policy Risk, Longevity Risk, Market Risk, Risk of a surviving spouse and planning for unexpected expenses along with planning for inflation - all of this while planning for IRMAA to reduce penalties there.

网站

http://www.interlincfinancial.com/

Interlinc Financial Advisors, Inc.的外部链接

所属行业

金融服务

规模

2-10 人

总部

Plano，TX

类型

个体经营

创立

2009