Interlinc Financial Advisors

Company:	Interlinc Financial Advisors
Contact:	Steve Meeks
Address:	1400 Preston Rd. Suite 400
City:	Plano
State:	TX
Zip:	75093
Phone:	214-778-5645
Fax:	972-346-6876
Email:	steve@interlincfinancial.com
Website:	www.interlincfinancial.com

About My Practice

In today's complex and constantly changing economic landscape, our financial lives are more connected than ever before. Global politics, market volatility, tax policies, new financial opportunities, and so many other forces may have a direct impact on your future. For many people, understanding how the pieces interact - essentially how they Interlinc - can seem nearly impossible. Our goal is to help you understand how your government benefits connect to this ever changing global financial landscape.

At Interlinc, we serve a select group of individuals and families who seek an ally to connect their financial lives as they approach and enter retirement. Our goal is to use our expertise to identify ways you may be losing money and direct it back to you. In addition, we help you achieve your goals, increase after tax dollars, and preserve your lifestyle - while feeling comfortable along the way.

Offering Advice Since

2006

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Tax preparation
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Designations:   RFC®, CCPS®
Insurance Licenses:   Life, Annuity, Health, Home, Auto
Security Licenses:   Series 65
Education:   Bachelor of Science Finance, San Diego State University
Investment Advisor Registration: Texas
Associations & Affiliations: Financial Planning Association, American Financial Education Alliance, National Institute of Certified College Planners

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased

My Association with the Office or Firm

Owner/Partner

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

Footer