Mr. Link has gone above and beyond to work through my unique financial requirements, bringing consistently professional and knowledgeable value to every service I've brought under his management. Flexible, realistic, and focused on providing the best possible solutions for me--that’s how I'd describe Link Asset Management.
-Kris
Link Asset Management takes the time necessary to fully comprehend your unique financial situation which was super important to our family going into this. Before presenting any generalized plans, standard advice, or rehearsed solutions, Tanner instead first sat down with us and had a conversation about our lives now and what some of our more immediate goals and future looked like, as well as what our end-of-life goals were…he was incredibly comprehensive and specific to our needs. We were so nervous to hand over our personal wealth to anyone but we are so glad that we did. Tanner understands that handling your personal and business finances can be very stressful, as it touches all aspects of your life. He helped us to make smart decisions with our money and continues to advise us as we grow and thrive financially. Tanner gives steadfast attention to detail, as well as continued adjustments to maintain your vision and financial growth, and he is constantly working with us to expand and surprising us with new information and lots of options to benefit our family, including budgeting, investing, education planning, retirement planning, passive income assistance, and more. We are not using all of his services yet, but we are excited to as we expand physically and financially as a family, and as he expands as a business we are excited to use his expanding services. I am a total Karen when it comes to customer service and this place is a 10/10!
-Nikki
If you’re ready to take yourself and your money to the next level, you want an experienced consultant with a clear vision for your financial future like Link Asset Management. Tanner offered me a full range of consulting services including budgeting, investing, education planning, retirement planning, passive income assistance, and more. He has helped me achieve my personal financial goals in today’s fast-paced environment so much faster than I thought was possible. Tanner’s partnership extends beyond traditional financial planning and accounting services to build value into the life that you want to have and really help it grow it where it is useful. I have never considered myself weak at finances, but his fresh perspective and planning has made upgrades to my family’s lifestyle, has eliminated extraneous expenses, has enhanced cash flow, and has fine-tuned operations in almost every area of my life.
-Aaron
I met with Mr. Link on teams to go over a one-page plan he had prepared for me. We discussed my values, goals, and current financial situation. He was quickly able to give some potential paths forward to lower my yearly taxes, save a considerable amount of money on credit card debt, and set myself up with a great retirement plan. After speaking with him, I will be taking action to consolidate my debts since it makes sense for my situation. Mr. Link was respectful, knowledgeable, and clearly interested in my financial well being. I gained value from our brief time together and look forward to saving money using the strategies we discussed. Thank you Mr. Link!
-Alex
I’ve been working with Tanner for two years and have learned valuable lessons about savings and my spending habits. He’s helped me create a plan for my future that gives me security and a sense of pride. I highly recommend working with Tanner for your financial planning goals.
-Heather
