Why The Name, Link Financial Advisory?
FINANCIAL SERVICES IN LAS VEGAS & MISSOULA
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.
So… Why The Name, Link Financial Advisory?
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 and Missoula 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.
Leadership From Richard London, CFP® Professional
Knowledge | Content | Trust | Technology
In order to receive such a classification, a financial advisor must meet rigorous education and experience requirements. Mr. London founded the firm and holds it’s members 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.