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.

Personal Financial Advisor Las Vegas

The Savvy Retirement ‘Spender’

Retirement is a time one should enjoy doing what they want to do, always being aware of their spending.  Because most retirees have a set income, retirement requires a more ‘savvy’ approach to managing the way money is spent.  Some ideas to implement prior to and during your early retirement years can save you thousands […]

link financial advisory las vegas

Tips to Using a Retirement Calculator

No matter what your age, retirement calculators can be a benefit to you in your retirement planning.  Retirement calculators are easily accessible on the internet through a search, or you may have access to various calculators through your investment custodian(s).  Here are a few tips to keep in mind as you use a retirement calculator: […]

myIRA link financial advisory

The US Treasury myRA Plan: Is This a Good Idea?

This spring (2017), the US Treasury Department has launched additional TV ads directed at Americans that have no retirement savings plan at work. If you’ve seen the ads and you’re curious what this plan is about, read on! The myRA plan was started in the fall of 2015, but has seen low numbers in participation […]

las vegas financial advisor

Transferring Your ‘Unattended’ Retirement Accounts

The older you get, the greater the chances that you have ‘old’ 401(k) accounts at former employers, or multiple IRAs from retirement plan transfers from leaving multiple jobs.  While transferring the 401(k) s from multiple employers into multiple IRAs was the best way to go, leaving them ‘unattended’ makes them vulnerable to being forgotten by […]