Strengthening your financial security

Welcome

The Linn Group understands the dilemma of choosing the appropriate financial professional. We stress the importance of knowing each client personally and providing services that exceed expectations. We believe it is crucial to fully understand our client's complete financial affairs, along with their personal and financial goals, before developing a wealth management plan. We put our client's interests above all else. Our commitment to these core beliefs, coupled with our expertise, helps our clients reach their goals.


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We had an incredible day hosting our clients at the Potomac Hunt Races! ?? The races were exciting, the weather was perfect, and the company was even better. Most importantly, it was all to benefit TAPS, Tragedy Assistance Program for Survivors. Thank you to everyone who joined us and made the event so special. Special thanks to our event sponsor, Marshfield Associates.

Yesterday our office was buzzing with youthful energy as we celebrated "Bring Your Kids to Work Day"! ???? Our little guests got a fun, behind-the-scenes look at what their parents do to help families secure their financial futures. ???? ?? Inspiring the next generation of financial planners! ??

Sending warm wishes this Mother's Day to all who nurture, guide and inspire. To every mom, thank you for your love and dedication. Happy Mother's Day!

Proud to work with a nationally recognized teammate

At the Linn Group, we are very proud that Financial Advisor Michael Riley was named a Barron’s Top 1,200 Advisor in 2022 and 2023 and a Forbes Best-in-State Wealth Advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations Michael!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

When to start taking Social Security benefits

Social Security can be an important part of your retirement income stream. The decision about when to begin taking the benefits you have earned may have important consequences. Start them early and your monthly income will be lower than if you wait until your full retirement age. Delay them and your monthly “paycheck” will be larger. Please contact us for help determining when it may be appropriate for you to start taking social security benefits and to explore strategies for maximizing benefits for married couples.

Are you due for an insurance review?

When is the last time you have had your life insurance policy reviewed? There have been significant shifts in the insurance industry to accommodate important changes like the increasing life expectancy of our population, the reduced use of tobacco products, and significant advancements in medicine.

RBC Wealth Management has resources that provide a no cost, no obligation review of life insurance policies. Together with the firm’s internal professionals, we will review your policy to help confirm it is still adequate for your needs and overall financial goals. Contact us if you are interested in a complimentary insurance policy review.

The Linn Group - Strengthening your financial security

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Meet the team

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Learn more about The Linn Group.

The Linn Group

Let's start the conversation

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Financial Consulting for Life

Please read the link below for more information about our publication in Forbes Magazine.
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