Who We Serve

Whether the goal is to maintain your financial independence or simply enjoy a life free from the worry of daily financial management, LinkPoint serves a variety of clients including:

• Aging Adults

• Busy Professionals

• Families that want an independent third party involved in financial matters

• Individuals or couples who spend a significant amount of time traveling

• Seniors who wish to “age in place”

• Someone who has experienced divorce or the loss of a loved one

• Disabled Adults

• Anyone tired of managing their own daily financial concerns