Linx Partners LLC

Services Offered

• Retirement Planning
• Investment Management
• Estate Planning
• Tax Strategy Development
• Insurance Planning

Cost Ranges

The cost for financial planning services can vary widely depending on the complexity of your financial situation and the specific services required. It is best to contact Linx Partners LLC directly to discuss your needs and obtain a personalized quote.

Local Tips

Scarsdale is a well-connected area with ample parking options near the Linx Partners LLC office. It's advisable to schedule an appointment ahead of time to ensure a dedicated meeting with a financial planner. Nearby cafes and eateries offer convenient spots for a quick break before or after your meeting.

FAQs

What should I bring to my first meeting?

It is helpful to bring any relevant financial documents, such as recent tax returns, investment statements, and information on any existing insurance policies. This allows the financial planner to gain a comprehensive understanding of your financial situation.

How often should I meet with my financial planner?

The frequency of meetings will depend on your individual financial goals and needs. Many clients find that meeting annually, or as life events occur, is beneficial for staying on track with their financial plans.