How it Works

True Link’s Investment Planning Process

True Link wants to make this process painless, not painful. In just 5 minutes, you’ll be well on your way with an initial retirement investment plan.

Step 1 Try the Tool

Enter some basic information* in our Tool

*Your information is always confidential and not shared without your permission

Step 2 Check the Plan

Get your initial plan and make adjustments based on your retirement needs  and current investments

Step 3 Give Us a Call

Contact us to set up a free consultation to walk through your plan and how to meet your retirement goals

Get Started

WHAT TRUST MEANS TO TRUE LINK

A service we’re proud to share with family and friends.

True Link is the leader of a new generation of ethical financial services firms. We built this company because we needed our services for our own families and didn’t trust the options out there. Now we’re here to be a reliable partner to you and your family.

Using an objective approach to ensure an effective solution.

We believe strongly in using technology to develop the most effective solution for your financial needs in retirement. We use an objective, data-driven approach to ensure you get information that’s reliable – not biased or swayed by uninformed opinions.

Prioritizing transparency and clarity.

We know that complexity can get in the way of transparency and understanding. That’s why we’ve worked hard to translate our approach into clear language and to provide you with an online tool that is easy-to-use but not dumbed-down.

Hiring advisors with real values.

At True Link, we believe that a financial advisor who relies on expensive fad products or makes decisions based on ego or intuition just isn’t good enough. The qualities we value are a little different – accountability, honesty, and intelligence with humility.

We don’t pay commissions, ever.

Our advisors never receive commissions for the services they provide or products they offer. Our goal is to align values and incentives – it just makes sense.

Our favorite standard is the fiduciary standard.

The Department of Labor recently issued a rule requiring retirement investment advisors to “put their clients' best interest before their own profits.” This may be new for some, but not True Link. The fiduciary standard is at the core of who we are and what we do.

No hidden costs – only one fee.

With True Link, there are no transaction, account, or annual fees. We charge one simple management fee when you work with our team to implement your plan, and it’s significantly lower than what most traditional financial advisors charge.

Don’t want to start online?

Skip to step 3 and give us a call. We’re here Monday through Friday, 8am - 6pm PST.

1-866-984-8576