Helping Small Business Owners:
Providing a team approach to tax reduction strategies as well as helping to build a retirement and an exit strategy for small business owners. We combine the specialized expertise of the small business's CPA, an Actuarial Service, Brookstone Capital Management & Interlinc Financial to provide massive tax savings while funding your retirement! Go here for more Inform
ation and a video of how this works: https://www.interlincfinancial.com/designer-401k
Helping Individuals and Families:
Financial & Retirement Services, Social Security Strategies, TRS/TMRS strategies~ blending financial & Insurance industries to find the best tailored plan
We help our clients balance a key area of their financial life. From the building phase of life to retirement phase of life. If you are in the growing phase of life, we help them find balance between the cash flow necessary to meet the needs and desires of their current lifestyle and the dollars they need to be saving today to meet their future lifestyle requirements. Many people find themselves under tremendous financial pressure when they think about saving for their future and we help them apply strategies that can reduce that pressure often without them having to change their lifestyle. If you are in the retirement phase of life, Social Security Strategies to get the most out of it (cash flow modeling), finding a balance between mutual funds/stocks/bonds/ETF's/insurance protection that is tailored to each individual's or family's needs, TRS/TMRS or Social Security help and projections. We also work with government employees and their benefits for their retirement. FERS, TSP, FEGL, FEHB, CSRS
One of the most satisfying parts of our job is when we work together with a client and we hear "I don't have to stress anymore because now I have a sound financial plan and because you taught us/me I understand it completely". We don't always hear that, but we know that's what's happening when we explain the plan and we can see our client's shoulders relax and their faces show less stress. Money is emotional. That's one thing that no number on a piece of paper can feel until you are in front of a client. We strive to help and truly care about our clients. In addition to offering tailored insurance and financial services, we are dedicated to helping the community. We teach Social Security maximization, TMRS/TRS, Income Planning, Financial Strategies, Tax Minimization Strategies, and what inflation will do to your money, FERS, CSRS, FEGL, FEHB, and TSP through seminars around the community of North Dallas and surrounding areas. Advisory services are offered by Interlinc Financial Advisors, Inc. a Registered Investment Advisor in the State of Texas. Insurance products and services are offered through Texas Family Insurance, Inc., an affiliated company.
