Financial Advisory Services Portfolio - LinQ Financial

A single point of contact backed by a network of attorneys, CPAs and specialists
Recommendations guided by a fiduciary responsibility to you, not a sales quota
Access to your advisor on a schedule that works for you
Twelve years of focused experience in retirement planning and plan management

All services

Financial Advisory Services

Your money should work as hard as you do. As a fully licensed Investment Adviser Representative with 12 years of experience, ... Learn more

Life insurance is about making sure the people you love are okay no matter what. Dana matches coverage to your family, your i... Learn more

Annuities can add stability to a retirement plan, but they're not right for everyone. Dana walks you through how they work, w... Learn more

Keeping more of what you earn matters, especially for business owners and high earners. Dana looks at how your income, invest... Learn more

Retirement should be about enjoying the life you built. Dana has spent 12 years in retirement planning and plan management, h... Learn more

We maintain relationships with the best companies, so we can offer appropriate investment and product options for each client's needs.

We take our fiduciary responsibility to our clients very seriously indeed, and we build every recommendation carefully around that standard.

We ensure that we are accessible to all of our clients — we have often held meetings well after midnight because it was convenient for them.