A complete list of active advisors currently associated with Interlinc Financial Advisors, Inc.

Warmer can help you find a great advisor at Interlinc Financial Advisors, Inc. or one who fits your needs even better.

Interlinc Financial Advisors is a fee-based financial planning and consulting firm that provides written financial plans, retirement-plan advisory services, and public seminars and workshops to individuals and plan sponsors. The firm also offers insurance products, including annuities and other commissioned products, through an affiliated insurance practice. The firm does not manage client assets directly; instead it refers client accounts to third‑party managers, acts as a liaison, and monitors those managers’ performance while receiving referral fees. Interlinc provides ERISA 3(21) services for qualified retirement plans and delivers planning work on a defined timetable, charging planning fees on an hourly or fixed basis rather than directly charging percentage‑of‑assets fees. Distinctive features noted in the brochure include its ongoing affiliation with an insurance agency that consumes a substantial portion of the principals’ time and its practice of offering free educational seminars and workshops, both of which are uncommon among supported firms. The firm also discloses that it takes no custody, does not exercise discretionary trading authority for client accounts, and mitigates conflicts created by referral and insurance compensation through disclosure and fiduciary procedures.

To learn more about the advisors currently working at Interlinc Financial Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.