Why The Name, Link Financial Advisory?

Our mission is to give you truly good advice that is focused on building and protecting your wealth for you and your family. To accomplish this goal we are committed to collaborating with other financial and business professionals in your life like your Tax Accountant and Attorney. We believe that our focus on “Linking” all of the aspects of your financial plan together is what will help you achieve your goals and what sets us apart as a financial firm.

Wealth Management & Financial Planning

Tax Efficient Investing | Retirement Savings & Income Planning | IRA’s | 401K’s | Rollovers | Employee Benefit Plans

As individuals, families, and businesses have had to evolve in this ever changing world so have the professionals who help them. Financial advisors today need to be up to date with the latest options, understand the different options available, have numerous strategies to imply and a well thought out implementation process needed to give sound advice. To help you visualize and keep track of their entire financial picture, we offer a FREE tool that allows you to create your own financial website.

Risk Management

Life Insurance | Disability | Annuities | Estate Planning | Trusts | Wills

Risk Management is an essential part of the financial planning equation. As a wise investor, you know that planning for the future involves understanding potential pitfalls that may lead to long term distribution of the assets you’ve worked hard to obtain. Our mission is to help you ensure those assets by working with you, insurance specialists, and attorneys to formulate a comprehensive risk management plan.

Independence

Flexibility | Options | Honesty

We are an Independent, Las Vegas Financial Advisor. Working with us gives you great flexibility and peace of mind because we have access to more options than your Traditional Bank Financial Advisor or other similar institutions. We take the time to continuously educate ourselves with New Product Offerings, Market Trends, and Changes/Updates.

Certified Financial Planners®

Knowledge | Content | Trust | Technology

In order to be classified as a CFP® , a financial advisor must meet rigorous education and experience requirements. We are also held to the highest ethical and professional standards in the industry. In addition to our certification, we are proud of our dedication to providing our clients with the most cutting edge industry knowledge and technology.

Estate Planning Las Vegas NV

Estate Planning 101 – Las Vegas, NV

Estate Planning 101 Basic estate planning is something that everyone should do, regardless of your age, marital status, and if you’re a parent or not.  In the US, the statistic is staggering that only 40% have a will or have an estate plan.  Of those that are older Americans, 81% of those age 72 and older, […]

insurance services las vegas

Why and When is Insurance Appropriate? – Las Vegas, NV

The Role of Asset of Protection and Your Investments Protecting your assets is directly tied to protection of everything, including you, through insurance.  Without proper protection your investments and assets can face premature liquidation.  Insurance in its many forms serves to offset risk, whether it’s health insurance, home owners insurance, or any other type of liability protection and […]

retirement planning las vegas

How Do You Envision Your Retirement Dream? – Las Vegas, NV

Regardless of your age, envisioning your retirement is one way to get started on a plan for what you want to do when you’re able to retire.  If you’re already retired, maybe you’re ready to take on a new challenge and change what you’re currently doing.  If you’re still twenty to forty years away from […]

Social Security Las Vegas Nevada

Social Security Mayhem – Las Vegas, NV

The annual report from the Trustees of the US Government’s two largest entitlement programs (Social Security and Medicare) was released on July 13, 2017.  Not surprising, the report relayed the same information regarding Social Security and Medicare as it did last year; without revision and additional funding, both programs will see cuts in payments to Americans that […]