Families turn to True Link when navigating challenging life circumstances.

There are many situations in which families find themselves that require a specialized approach to financial management; the True Link System is designed to handle these cases.

For any managed account that needs oversight, some helpful tools, and an investment strategy, True Link can help provide the professional guidance, advisory, and recordkeeping support you need.

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True Link is an experienced partner for any managed account. Our offering includes investment advisory services, a software platform for account management and recordkeeping, plus a customizable debit card for distributions.

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  • Investment strategies appropriate for the risk/return criteria of each individual and to help meet their long-term financial needs.
  • Tools for budgeting and monitoring of funds. 
  • With our platform you can make payments via check, electronic payment or our Visa Prepaid Card. 
  • Tools for reporting of activities for audits, court reporting, or other interested parties.

Use the True Link Protection Visa Prepaid Card for distributions:

  • If you are protecting assets of a vulnerable older adult, you can customize settings to help protect against scams, fraud, and elder abuse.
  • Card settings can be customized to help protect other vulnerable people like blocking cash for someone in recovery from substance abuse or providing oversight for caregiver spending.
  • If you are protecting assets of someone with a disability, our card can be customized to help protect government benefits eligibility.
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The True Link Protection Visa Prepaid Card for disbursements.

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True Link Visa Prepaid Card

Investment Committee.

True Link Financial Investment Committee is made up of both internal and external trust and investment professionals. The Committee provides oversight and advice to our investment advisory services.

Our investment principles.

Disclaimer

Investment advisory services are offered by True Link Financial Advisors, LLC, a registered investment adviser which is affiliated with True Link Financial, Inc. This is not an offer to sell or a solicitation of any offer to buy any securities.

True Link Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Not associated with or endorsed by the Social Security Administration or any other government agency.