At True Link, we use technology to engage with digital baby boomers planning for the spend-down phase in their retirement.
If you are interested in how we are engaging them with our platform and helping them find advisors, apply to be a True Link Referral Professional.
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.
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.
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.
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.
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.
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.
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.
True Link Referral Professionals are experienced and independent financial advisors who can implement investment plans and act as a resource and thought partner over the full course of retirement.
Our partnership process is as follows:
Advisors fill out the application which is then reviewed by the True Link executive team; Once accepted, the advisor gets a personal login to the portal which is where potential clients' information will be waiting
Clients will be funneled and assigned to the advisor based on the location and expertise needed; information about that person's retirement income goals and financial concerns will be included in the private portal
The advisor begins work with the client with the support of True Link; this includes, but is not limited to, custom tools, reports, and other software from the dedicated True Link engineering team