Financial services built for you
Cards that enable financial independence & safe spending
Go to CARDS DIVISIONAdvisory & administration services for pooled & individual trusts
Go to Trust solutionsFinancial advisory specializing in retirement income & stable returns
Go TO Investment Services
Personalized PlanningWe craft a personalized investment plan and an investment mix uniquely designed for your life stage and situation.- Longevity ExpertiseOur plan uses a data-driven estimate of your longevity. We know your #1 priority is to never run out of money as long as you live.
- 401(k)s, Pensions, Social Security, Long-Term Care, Medical Inflation…We have an expertise in things beyond investing. Just ask.
- Stability & ConsistencyWe know your number one goal is managing risk. Our plans are designed for stability and consistency.
- No Hidden Fees or CommissionsWe are 100% transparent. We have one low fee to ensure that our motivation is aligned with the health of your savings.
- Fiduciary StandardWe are not brokers. We do not make commission. We act in your best interest. Period.
Our integrated suite of services includes:
Trust & sub-accounting software
Disbursement fulfillment
Beneficiary portal
Paperless documentation
True Link Card Integration
Carol H
Kansas City, Missouri
"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.”
Five pillars of smart investing
Best practices combined in one effective approach.
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.
The True Link Card
LEARN MORE ABOUT TRUE LINK CARDS >The True Link Card is a reloadable card that protects clients, loved ones, and beneficiaries from financial vulnerability while providing independence and autonomy.
True Link In
“A big plus: 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 investment options?
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.
Contact us to speak with one of our advisors and find out more
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