Use your assets to create
income in retirement

Investment advisory services for retirees

A relationship built on trust

  • Data-driven and objective
    We use technology to help create the appropriate plan for you.
  • Transparent, clear approach
    Our tools support understanding – we’ve got nothing to hide.
  • Ethical advisors
    We only hire advisors with a history of exceptional ethical conduct.
  • No commissions
    We never compensate our Advisors with commissions.
  • No hidden fees
    We provide all our services for one low management fee.
  • Fiduciary standard
    We always act in your best interest. Period.

Try our free planning tool

  • How much money will I have in retirement?

  • How much will I be able to spend each month?

  • How can I produce income for as long as I need it?

Get Answers Now

Brian M.

Sarasota, Florida

"True Link's planning tool changed the way I think about my retirement. I feel like I've been freed of the daily worry of how daily worry about how much I should plan to spend as a retiree."

Carol H.

Kansas City, Missouri

"True Link's online retirement tool and sophisticated longevity models are a huge improvement on my homemade spreadsheet. I used to stress about running out of money but now but now I have a plan designed to support me until I'm 105."

Five pillars of smart investing

Best practices combined in one effective approach.

Time-based allocations

Your spending needs result in separate investment allocations for money needed during different years of your life.

Investments and annuities

We use annuities as an insurance vehicle when it makes sense for you, providing lifetime income at a low cost.

Modern Portfolio Theory

We employ modern strategies such as low- cost ETFs to help keep costs low and avoid risk beyond what is inherent in the market.

Bond ladders to help avoid loss

Planning to hold bonds to maturity
can help avoid unnecessary principal loss in a changing interest rate climate.

Personalized to your needs

We account for health and demographic factors, as well as spending needs, because each person has a unique profile.

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“A big plus for boomers: You can also talk with one of True Link’s independent human financial advisers who don’t take commissions or sell proprietary products — albeit not face-to-face. These advisers work with customers over the phone or by email."

How does True Link compare to other retirement investment options?

Dedicated financial advisor
Expertise in Retirement considerations (401k, long term care)
Clear goal for stable monthly income
Personalized  plans using sophisticated data analysis
One simple fee (And no commissions)
Robo-Advisors
Mutual Funds
Annuities*
Traditional Financial Advisor
Robo-Advisors
Dedicated financial advisor
Expertise in Retirement considerations (401k, long term care)
Clear goal for stable monthly income
Personalized  plans using sophisticated data analysis
One simple fee (And no commissions)
Mutual Funds
Dedicated financial advisor
Expertise in Retirement considerations (401k, long term care)
Clear goal for stable monthly income
Personalized  plans using sophisticated data analysis
One simple fee (And no commissions)
Annuities*
Dedicated financial advisor
Expertise in Retirement considerations (401k, long term care)
Clear goal for stable monthly income
Personalized  plans using sophisticated data analysis
One simple fee (And no commissions)
Wealth Managers / Financial advisors
Dedicated financial advisor
Expertise in Retirement considerations (401k, long term care)
Clear goal for stable monthly income
Personalized  plans using sophisticated data analysis
One simple fee (And no commissions)

At True Link, we use sophisticated financial data to deliver personalized retirement investment plans. We combine what we feel are the best features of mutual funds, annuities, and financial advisors with the goal of stable retirement income for your entire lifetime.

Contact us to speak with one of our advisors and find out more.

Contact us
*Deferred lifetime annuities