

At Interlinc Financial, we believe retirement isn’t just about money — it’s about structure, clarity, and peace of mind. Our work is built around a simple idea: when you reduce uncertainty, you increase freedom. Through our Interlinc Retirement Roadmap™, we help clients navigate the five critical areas of retirement that matter most — from Taxes and Investments to Medical care and Legacy while managing all sorts of Risk & confirming Income is supporting lifestyle — all with a clear approach. An approach that coordinates the Estate Plan from our or your attorney, the Taxes from our CPA or yours, and all the financial decisions so that all are on the same page. All know the strategy and plan, so everyone is working together. Which is the Interlinc Retirement Roadmap™. We give people a strategy they can understand and a plan they can trust. Because retirement without coordination is just guesswork.
Phone: (214) 778-5645
Closed now
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5068 W Plano Pkwy, Ste 385 Plano, TX 75093 ·1035.50 mi
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Reviews
yelpSteve and Gayle bring both an abundance of knowledge as well as a wealth of caring. Highly recommend Interlinc Financial!
MoreGenuine caring and skilled consultants. Always there when needed. I would recommend them wholeheartedly.
MoreVery professional, personable and relatable. They genuinely have our best interest at heart. Steve and Gayle are really great to work with and I have high expectations.
MoreSeemed promising in the initial 1 hr public overview session. Unfortunately, it was a series of errors , all of which were purported to be mine and not in a business tone. An incredibley bad way...
MoreHeard about Interlinc Financial Advisor (IFA) through a free seminar at Collin College. Steve Meeks was presenting. There were enough intriguing concepts, I decided to meet with him. He and Gayle...
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