Truelinkfinancial.com Website Review

families turn to true link to help navigate life’s challenges. payment cards, investment management, and other financial services for older ad*lts, people with disabilities, and people recovering from. support greater independence and dignity and protect loved ones from scams make purchases using funds from a trust or family member with greater independence enable day-to-day purchases while preventing setbacks on the road to recovery payment cards you can customize to work where you need them to – and to block where you don't use the card at the grocery store or the gas pump but not with telemarketers or at liquor stores promotes independence and quality of life for loved ones and clients investment portfolios specifically designed for retirees and people with disabilities integrated systems for anyone protecting the as*ets of a family member or client available as*ets can be used to pay bills, issue checks, or put money onto a true link card as*istance preserving records and controls necessary for medicaid eligibility time-based allocations your spending needs result in separate investment allocations for investments and annuities we use annuities as an insurance vehicle when it makes sense for you, modern portfolio theory we employ modern strategies such as low- cost etfs to help keep costs bond ladders to help avoid loss planning to hold bonds to maturity can help avoid unnecessary principal loss in a changing interest rate climate. personalized to your needs we account for health and demographic factors, as well as spending it's a huge dignity issue. it's all about dignity and giving them a sense of freedom. you guys were a lifesaver. when i found you i was at my wit's end. if i could stand on a mountain top and yell about you i would.” “true link has incredible expertise in individual and pooled trust management. i'm confident in their services and refer my clients often to take advantage of their depth of knowledge and dedicated trust team. their new suite of services for pooled trusts is the one