Investment Link® is a financial technology firm. As an SEC Registered Investment Adviser, we offer web-based financial planning service to create and manage retirement income advice with automated risk management, branded under The Retirement Buckets® Income Plan. The advice consists of two parts: Planning Advice with risk management through Retirement Buckets®, and Investment Advice with risk management through Target Volatility Portfolios. Depending on the advisory service plan selected, the scope of the advice will include the future projections, asset allocation, investment recommendations, and systematic rebalancing. Learn More.
Whether you are paying hundreds or thousands of dollars per year to have the financial professionals helping you structure your retirement income, or you are doing your own research to find the retirement income advice, or simply don’t know where to start – our web-based platform to manage retirement income with automated risk management is here to help.
Unlike the most of financial services firms, we do not ask our clients to transfer or rollover their assets to Investment Link. The actual trading is done by you in any account with any firm of your choice. This way, you can receive the retirement income advice without the asset-based fees. Learn More.
The Retirement Buckets® Income Plan is a web-based financial planning software to create and manage retirement income advice with automated risk management. The advice consists of two parts: Planning Advice with risk management through Retirement Buckets®, and Investment Advice with risk management through Target Volatility Portfolios. Depending on the plan selected, the scope of the advice will include the future projections, asset allocation, investment recommendations, and systematic rebalancing. Learn More.
There are three plans available to choose from: Premium, Standard, and Registered. Please visit our Plans & Pricing page to review all the features included with each plan.
Unlike the most of financial services firms, we do not ask our clients to transfer or rollover their assets to Investment Link. The actual execution of trades is done by you in any account of your choice. This way, you can receive the Retirement income advice without the asset-based fees. Learn More.
We use “cookies” to recognize the computers you use to log in. Over time, cookies can be removed from your computer through system updates (e.g., browser security updates) or your actions (e.g., proactively deleting cookies from your browser). If you want us to recognize the computer you’re using to log in, click the checkbox next to Remember me on log in screen.
Cookies and other similar data files are tiny pieces of information that we ask your browser to store. If your browser doesn’t accept cookies, you won’t be able to view your account information online. Learn More
An investment adviser is an individual or company who is paid for providing advice about securities to their clients. Although the terms sound similar, investment advisers are not the same as financial advisors and should not be confused. The term financial advisor is a generic term that usually refers to a broker (or, to use the technical term, a registered representative). By contrast, the term investment adviser is a legal term that refers to an individual or company that is registered as such with either the Securities and Exchange Commission or a state securities regulator. Common names for investment advisers include asset managers, investment counselors, investment managers, portfolio managers, and wealth managers. Investment adviser representatives are individuals who work for and give advice on behalf of registered investment advisers.
Most financial planners are investment advisers, but not all investment advisers are financial planners. Some financial planners assess every aspect of your financial life — including saving, investments, insurance, taxes, retirement, and estate planning — and help you develop a detailed strategy or financial plan for meeting all your financial goals.
Others call themselves financial planners, but they may only be able to recommend that you invest in a narrow range of products, and sometimes products that aren’t securities.
Before you hire any financial professional, you should know exactly what services you need, what services the professional can deliver, any limitations on what they can recommend, what services you’re paying for, how much those services cost, and how the adviser or planner gets paid.
We require a valid e-mail address so we can communicate any changes or updates to your account information. A valid e-mail address is also used as you User Name.
For your convenience, we accept all four major credit cards: Visa®, Mastercard®, Discover®, American Express®.
Yes, you can cancel your subscription and terminate the advisory service plan at any time. Simply Log In to your account and navigate to the section titled “Account Settings” then click “Cancel Subscription” button.
After you cancel you subscription:
► you will have access to your account for the remainder of the subscription period regardless if the Regular Advisory Fee or Discounted Advisory Fee was paid last;
► no other payments will be due;
► your account will be automatically downgraded to Registered Plan on the first day following the end of the subscription period.
Your user name is the email address you used when registered with Investment Link. Please contact us if you have any questions.
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