Links Consulting is a proven leader in the Financial Services Industry for affluent clients, executives and corporations since 2005. Links is a member of M Financial Group which was founded in 1978. M’s original goal was to revolutionize how the life insurance industry treated affluent clients. In nearly four decades M has proven that affluent clients were a better investment for life insurance companies and has built proprietary products to reflect their findings. The access to these products uniquely positions us to help our clients make better decisions when it comes to life insurance based solutions.
As an M member firm, Links is uniquely poised to offer Private Placement Variable Universal Life (PPVUL) and Private Placement Variable Annuities (PPVA). PPVUL and PPVA, when combined with M’s preferred pricing and non traditional investment options, provide a unique insurance solution for high net worth and corporate clients who expect institutional pricing and seek investment options on a tax favored basis.
When working with Business owners, we provide ways to utilize their business structures to provide Corporate Benefits to help incentivize and retain their workforce talent. These Corporate Benefit include 401(k) plans, Deferred Compensation Plans, Executive Bonus Plans, Group Life and Disability . A strong, stable and empowered workforce enhances productivity and efficiency.
Comprehensive Planning- We believe that when your finances are organized and easy to access, you can make better Financial Decisions. The Links Data Portal, our Financial Concierge Service and Educational Content are tools and services that will empower individuals control their Financial Future.
Using the Links Data Portal (LDP) we gather all your financial data in one place allowing you to manage, observe, and be involved.
Using accurate data we can provide you with a comparative analysis which will help you make the best financial decisions for your stage of life.
Creating financial peace of mind allows you to fulfill your life goals and spend more time with those you love. We are committed to helping you achieve that peace of mind.
