01
Pre-retirees
and retirees
The years you worked toward deserve a plan built around how you actually want to live them.
Designing your retirementFortune is not a plan.
But preparation is.
Fresno, California · Since 1987 · LPL Financial
Your futureshouldn't be leftto chance.
Linker Financial helps individuals, families and business owners turn financial uncertainty into a clear strategy for the future.
01 / 06 · The question
What are youbuilding toward?
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Fortune favors foresight.
Who we serve
01/ 03
Pre-retirees
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 managementFortune
- Unpredictable.
- Emotional.
- Temporary.
- Outside your control.
Strategy
- Intentional.
- Measured.
- Adaptable.
- Within your influence.
You can't control the market.You can control how you respond to it.
Our process · A clearer path
Six steps. One direction.
- Evaluate assetsAssess what you currently have.
- Perform gap analysisIdentify what you need.
- Provide optionsExplore pathways to pursue your goals.
- Implement strategiesActivate your customized plan.
- Monitor & optimizeContinuously refine to stay on track.
- Project your goalsDefine where you want to be.
Six services · One Wealth Care Approach
- 01
Family Wealth Care Planning
Build wealth with intention.
- 02
Tailored Investment Management
A strategy aligned with your objectives.
- 03
Designing Your Retirement
Plan the years you are working toward.
- 04
Insurance Planning
Protect what you've built.
- 05
Family-Focused Tax Strategies
Keep more of what you earn, within the rules.
- 06
Strategic Estate Planning Support
Create a lasting financial legacy.
19872026
Wealth isn't builtin a moment.It's built over time.
Insurance · Risk · Continuity
Building wealthis only half the job.Protecting it is the other half.
Estate · Generations
What you buildshould outlivethe moment.
A financial strategy isn't only about maximizing today's opportunities. It's about creating something durable for the people, businesses and generations that come next.
Behind the strategy
Since 1987, we don't just manage wealth. We care for it, like family.
- Since 1987
- LPL Financial, Member FINRA/SIPC
- Series 6, 63, 65
- CFP® on the team
The futureis already coming.What will you do with it?
(800) 299-7138 · (559) 650-2929 · info@linkerfinancial.com
2440 West Shaw, Suite 101, Fresno, CA 93711