Services
How Can We Serve You?
We offer a wide variety of services all geared to help you with your financial goals.
Income Planning
For most Americans, retirement is the greatest financial responsibility they will ever undertake.
Nursing & Medical Care
We'll help you maximize coverage and minimize costs for Medicare supplements, nursing care, etc.
Tax Strategies
Taxes are a major expense but there could be simple, proactive steps to take to save you thousands.
Estate Planning
Leaving a lasting legacy that reflects your values and provides for your family's well-being.
Risk Management
Risk management can help limit losses to keep you on track regardless of market conditions.
Testimonials
Read What Our Clients Are Saying
Read about real experiences from our clients.
Debbie C.
"We have felt that Gayle and Steve have been willing to spend time with us and explain things to us in ways that help us to better understand what steps will be helpful in securing our financial future. We feel that you have treated us with respect and seem to be genuinely concerned about our financial decisions. I also appreciate the personal touches such as the retirement wishes and the get well wishes following my recent surgery."
current client
Gary N.
"I will shout it from the mountaintops. Gayle and Steve Meeks are the very BEST. Patient with a true novice. Communicate every step of the way. Never too busy to answer my questions. Addresses all concerns promptly. Explains the plan, the changes, and the options in great detail. I trust them with my finances which must provide for me for the rest of my life."
current client
Jess E.
"Choosing a financial planner is stressful. Placing your financial future in the hands of another requires faith and humility. I wanted someone I could trust to help provide my family’s needs beyond retirement. Terry and I knew after our first visit with Steve and Gayle we had found the right combination of knowledge backed by integrity and the ability to listen to our needs."
current client
Regena B.
"It is a pleasure to be associated with the Interlinc Financial organization. Steve and Gayle have been a valuable force in helping with my financial planning for over a decade. I am fortunate to have dependable agents giving sound financial advice. Their work has resulted in beneficial results for my retirement goals."
current client
