InvestLinc
Fiduciary Services
The full site is being built. The work is not. InvestLinc Fiduciary Services handles professional fiduciary and guardianship matters under the same standard that runs through every InvestLinc company.
What This Company Does
InvestLinc Fiduciary Services is the fiduciary and guardianship arm of the InvestLinc companies. The practice is led by Rick R. Emmett, CLU®, AIF®, who holds California Professional Fiduciary Lic. PF936 and the National Certified Guardian designation. Rick has spent over 40 years in this industry, provides financial advisory and management services to individuals and business clients, and oversees the finances of approximately twenty-five entities.
If you need a professional fiduciary now, do not wait for the website. Call the main line or send an email and you will reach the team directly.
The Rest of InvestLinc
InvestLinc Wealth Services is live today at investlincadvisors.com with fee-only investment management and flat fee or hourly financial planning.
“Under our fee-only model, we make more money when you make more money. We lose money when you lose money.”InvestLinc Wealth Services