Our Firm
When it comes to your retirement, we are here to accomplish and enact strategies, not just talk.
With over 30 years of experience as fiduciaries, we bring direction and comprehensive planning to your retirement years. We evaluate, discuss, and then implement an effective plan for lifetime income, Medicare, Social Security strategies, retirement plan management, and more.
We provide a level of communication, education, and relationship-building for each client to ensure that not only are their needs met, but they can better understand the next steps and be confident in them. While we are experienced in many factors of retirement planning, there is the understanding that each client has different priorities and goals. We individualize each case and provide the expertise to choose the right direction.
With our team, mananagers, and network of advisors, we provide a single point of contact for your wealth management plans. From building, maintaining, and evolving your financial plan, we will create a collaborative team of professionals for your needs to get the job done right.
We are here to educate, develop, and implement a retirement plan that provides you to a successful future.
Achieve your retirement goals.
About John Link
Investment Adviser Representative, investment advisory services offered through Royal Fund Management, LLC a SEC Registered Investment Advisor
About Eric Gossett
About Audra Zuniga
Audra Zuniga is the Executive Assistant at Link Financial. Audra uses excellent organization, adaptability and people skills in order to help with daily operations. She additionally helps with seminar preparation and inputting client information. Audra is devoted to assisting all clients and staff. In her free time, Audra likes exploring the city, watching documentaries, and spending time with her fiance.
About Carol Burgen
Carol is the Executive Assistant at Link Financial. As a former office manager,Carol is very familiar with the ins and outs of what helps businesses thrive. Her creativity and quick thinking abilities help offer new perspective as well as ideas on how to adapt our business practices. Carol also has a passion for Marketing and Social Media and hopes to gain experience by assisting Link Financial in these areas. In her free time, Carol enjoys creative writing, attending venues with live music, and keeping herself up to date with the latest hair trends and skincare remedies following her cosmetology certificate.