As the founder of Link Wealth Strategies, my journey in the world of finance has been driven by a passion for helping individuals live a life filled with joy. At Link, we believe the only way to truly do that is to be at peace. We are proud to help our clients invest in their future, secure their retirement, and leave a lasting legacy.
Now, I don't see myself as just a financial advisor; I'm a husband, a father, a coach, a friend…and a bit of a puzzle enthusiast. My wife will laugh when she reads that. I do not like jigsaw puzzles at all, she does, but I’m fascinated by the puzzle of life, where each piece represents an aspect of your future—your retirement, your career, your community, and more.
Our passion at Link lies in helping you gather the right pieces and fit them together. We believe in futures filled with joy and peace of mind. Here’s how we approach our financial planning relationships.
We don’t believe in one-size-fits-all. You or your business have unique financial goals, circumstances, and hopes for the future. For many of you, this includes a comfortable retirement. Now, retirement planning can feel like a complex puzzle with missing pieces or ones that just don't quite fit. This is why at Link Wealth Strategies we take a personalized approach. We don't believe in one-size-fits-all solutions. We take the time to understand your situation, develop a financial plan unique to you, and from that plan make tax-intelligent recommendations that will give you the freedom you need to achieve your dreams. This customized financial plan then becomes the foundation upon which our analysis, work, and adjustments going forward are based.
We’re lifelong learners. I believe in investing in myself and our team. This is why we have a book club. We discuss best practices, industry trends, and even delve into personal development. By continuously growing and developing ourselves, I believe this creates a healthy team, equipped to guide you effectively, no matter how complex your personal or financial situation may be.
We’re not just colleagues, we’re family. Investing in a team isn't just about knowledge. It's about relationships. At Link, we're more than colleagues; we're a family that trusts one another. We celebrate each other's successes and offer support during challenging times. This spirit is like fitting together the corner pieces of the puzzle. Ultimately, our clients benefit from the stability and health of a trustworthy team that is growing together.
We believe in giving back to our community. This spirit of investment extends beyond our office doors. We're committed to the Topeka community, through an investment of our time and monetary donations to various causes like the Topeka Rescue Mission, Young Life, and Meals on Wheels. I believe we are designed to serve others and reap the mental and emotional health benefits of doing so. We at Link firmly believe that true wealth is measured not just by financial success but by the positive investment made toward others who may need our help.
Whether you're nearing retirement, just starting your career, or somewhere in between, my reminder and encouragement to you is to invest in yourself, your team or family, and those around you. Every successful puzzle starts with a single piece. So, what piece do you need to add or pay attention to today?
I invite you to experience the difference. Schedule some time to visit with our team, let us get to know you, and let us help you piece together what’s possible.
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM.
Whether you're nearing retirement, just starting your career, or somewhere in between, my reminder and encouragement to you is to invest in yourself, your team or family, and those around you.
