Our process · A clearer path
Six steps.One direction.
Our planning process is centered on helping you pursue your financial goals with clarity and confidence.
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The Wealth Care Approach
Since 1987, Linker Financial Group, Inc. has stood for more than financial planning. We stand for families.
We call it Wealth Care because our work goes beyond numbers. It’s about preserving what you’ve built, preparing for what’s ahead, and passing on a legacy that lasts.
We take a personal, collaborative approach to planning. Every client has unique goals, values, and challenges. That’s why we tailor each strategy with care, intention, and long-term vision.
How we work
- 01
Evaluate assets
Assess what you currently have.
- 02
Perform gap analysis
Identify what you need.
- 03
Provide options
Explore pathways to pursue your goals.
- 04
Implement strategies
Activate your customized plan.
- 05
Monitor & optimize
Continuously refine to stay on track.
- 06
Project your goals
Define where you want to be.
We believe your financial plan should be just as dynamic as your life — growing, adapting, and always aligned with your priorities.
Who we serve
Three kinds of families.One way of caring for them.
- 01
Pre-retirees and retirees
The years you worked toward deserve a plan built around how you actually want to live them.
Designing your retirement - 02
Generational families
Wealth that has to survive more than one lifetime needs care, structure and a place for every voice.
Family wealth care planning - 03
Business owners
Your company and your family are one balance sheet. The strategy has to know both.
Tailored investment management
Let’s talk aboutyour financial future.
(800) 299-7138 · (559) 650-2929 · info@linkerfinancial.com
2440 West Shaw, Suite 101, Fresno, CA 93711