The Linn Group - RBC Wealth Management

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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It is with great pride that we share that Mike Riley was recognized by Barron’s as one of the nation’s Top 1,200 Financial Advisors for 2023. What a fantastic accomplishment. Mike stands out as an example of professionalism and integrity and is someone who has always stayed true to his core values. Congratulations Mike!

Rachel (7), Hannah (5) and Tatyana were proud to host a table to represent Ukraine ???? at International Night for the girls school. February 24 marks one year of war in Ukraine. #IStandWithUkraine

Some of you may not know that our own Mike Riley rides horses in a Western horseback riding discipline called Reining. Last week Mike participated in a «Rookie of the Year» competition in Oklahoma, where he placed 5th out of 205 riders, qualifying for and winning second place in the “Rookie Showdown” finals. Go Mike!

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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. 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!

The 2022 Barron’s “Top 1,200 Financial Advisors" award was announced March 2022. Data as of 9/30/2021. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2023 Barron’s “Top 1,200 Financial Advisors" award was announced March 2023. Data as of 9/30/2022. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

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.

RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.

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.

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Learn more about The Linn Group.

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