LinkPoint was founded by Amy and Davis White, two people with a passion for service to others. After experiencing the hardships of aging friends and family members, and juggling the busy schedules of a young family and professional careers, they saw an opportunity to use their years of banking and business management experience to help others maintain their daily financial obligations. Through financial management and organization services, they work to keep families focused on what matters most.
LinkPoint’s services are provided with no long-term contract and the ability to cancel at any time. We are members of the American Association of Daily Money Managers (AADMM), and are insured and bonded for the protection of our clients.
LinkPoint does not invest money or make investment decisions of any kind. We do not give tax advice or prepare tax returns. We do organize and collect tax-relevant documentation and ensure delivery to our client’s chosen tax professional. LinkPoint pays bills authorized by clients, but does not make any decisions regarding the purchase of goods or services.
Our job is to take the burden of daily money management off of our clients…so that they can travel, spend time with family, or simply remove unnecessary stress from their lives. We serve as a trusted partner that promotes independent living and family harmony.