• Financial planning professionals
  • Peace of mind through understanding
  • Helping people make smart choices about their money

Our Clients

Financial Linx clients are motivated people who need and appreciate the services we provide.

Our clients have the following attributes:

  • A genuine desire to improve their overall financial and lifestyle position.
  • Are prepared and able to make decisions based on fact.
  • They appreciate and are willing to deal with a financial professional because their time is precious to them.
  • Are busy working on their own success, such as establishing a career, running a business or, as retirees, doing what they enjoy.
  • Are willing to delegate.

Our clients generally are:

  • Younger wealth accumulators,
  • Middle-aged "empty nesters",
  • Partially retired people,
  • Retirees