Support greater independence and dignity and protect loved ones from scamsLearn more
Make purchases using funds from a trust or family member with greater independenceLearn more
Enable day-to-day purchases while preventing setbacks on the road to recoveryLearn more
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.
"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.”
“True Link has incredible expertise in individual and pooled trust management. I'm confident in their services and refer my clients often to take advantage of their depth of knowledge and dedicated trust team. Their new suite of services for pooled trusts is the one of the most valuable innovations I've seen in this industry. They are the wave of the future for trust management.”
In our new report, Financial Wellness in Addiction and Recovery: Hard Truths and Real Consequences, we present some of the first national data to look at the intersection of finances and substance use disorder, including the top financial challenges people face in recovery.Click here for full report >
The fraud research community has long suspected that losses due to elder financial abuse were worse than the $2.9 billion previously estimated. True Link’s data science team, looking for clarity and an accurate assessment of the problem, decided to tackle this question head-on.
True Link Financial is announcing its new partnership to provide True Link payment cards to STABLE Account holders. STABLE is the leading national ABLE Act program, launched in 2016 by the Ohio Treasurer’s Office, and now the official ABLE program of twelve states. The STABLE Account program is used by customers in all fifty states.Keep reading
PBS’s NextAvenue covers our research into financial wellness in recovery:
If you’ve seen the recent movies Beautiful Boy or Ben Is Back, you’ve learned about the pain parents experience when their grown child becomes an addict. But what the films don’t talk much about, and what’s rarely discussed, is the devastation addiction can do to the finances of the people with substance abuse disorders – and their loved ones.
We’re excited to announce that, because of the unique customization options we offer, the Social Security Administration (SSA) specifically clarified how True Link Cards can be used to make disbursements from special needs trusts (SNT) for beneficiaries who receive Supplemental Security Income. As long as they are used according to the guidelines in the POMS, True Link Cards provided by a trustee to SNT beneficiaries are not countable as income or as a resource.Read the full text of the SSA's update