Trust & sub-accounting software
True Link Card Integration
"It's a huge dignity issue. It's all about dignity and giving them a sense of freedom. You guys were a lifesaver. When I found you I was at my wit's end. If I could stand on a mountain top and yell about you I would.”
Your spending needs result in separate investment allocations for money needed during different years of your life.
We use annuities as an insurance vehicle when it makes sense for you, providing lifetime income at a low cost.
We employ modern strategies such as low- cost ETFs to help keep costs low and avoid risk beyond what is inherent in the market.
Planning to hold
bonds to maturity
can help avoid unnecessary principal loss in a changing interest rate climate.
We account for health and demographic factors, as well as spending needs, because each person has a unique profile.
At True Link, we use sophisticated financial data to deliver personalized investment plans. We combine what we feel are the best features of mutual funds, annuities, and financial advisors with the goal of stable income for your entire lifetime.