Technology- 24/7 access to our Links Data Portal (LDP). Scheduled One on One Coaching
Education- Content on financial services and strategies that will give you helpful knowledge when eventually meeting with a financial advisor. This Education will be provided via videos and/or with a qualified consultant.
Analysis- Compare your data to the best possible options available to you. This Comparative Analysis will be presented by a member of Links Advisors and will help validate what you are doing or show you better options.
Concierge- Your personal connector/guide to everything Links /access to our professional team of resources/ Deployment of pertinent educational content personal to your needs/Connection to dedicated Links strategists specializing in strategy design and strategy implementation.
Holistic- Our approach has no product bias. We use factual data to provide you with personal financial recommendations. Quarterly newsletter produced by Links Advisors and M Financial and a current Balance Sheet produced by your Concierge using the LDP.