Taxes

• Tax Planning
  Comprehensive Financial Planning for individuals and small businesses – balance sheet and cash flow (budget) construction, tax planning, retirement planning, estate planning, succession planning, philanthropic planning, etc.

Investment

• Mutual Funds
  Fee-based investment services offered through our Registered Investment Advisor. Custom investment policy statements and asset allocations designed for each client. Types of investments include actively managed stocks, bonds, real estate investment trusts (REITs), mutual funds, exchange traded funds (ETFs), hedge funds, and private equity opportunities.
• Bonds
• Wealth Management
  InvestLinc Wealth Services provides unique wealth solutions - comprehensive Wealth Planning and sophisticated Wealth Integration to fully blend all aspects of your Wealth Philosophy and tax-efficient Wealth Management. We don’t just plan and advise, leaving you to execute our planning; we implement and monitor.

Planning

• Financial Planning
• Retirement Planning
• Long Term Care
  All policy types for individuals and corporations (group benefits) – life, long-term care, disability, medical, homeowners, auto, umbrella, general liability, kidnap & ransom, etc.