Careful Planning Starts With An Infinex Financial Advisor.

Our financial advisors are experienced at planning for your future. We guide you through retirement planning, personal insurance, and short term financial goals to create a plan you can commit to and follow. We partner with Infinex to give our financial planners the tools and resources necessary to manage your finances with the care they deserve. Here’s what our team can do for you:

  • Mutual Funds

    A professionally-managed portfolio of securities.

  • Stocks

    A type of security demonstrating a piece of ownership in a company.

  • Bonds

    Ownership of a company’s debt, for which you collect principal and interest.

  • Annuities

    Insurance contract in which you pay a set amount of money and can receive monthly income payments for life.

  • Life Insurance

    Make sure your family is provided for no matter what happens.

  • Index Funds

    A basket of assets that tracks an index like S&P 500*.

  • Exchange-traded Funds

    An ETF is an individual security that tracks an index.

  • REITS

    A tradeable or non-tradeable security that invests in real estate.

  • 529 Plans for Tax-deferred Education Funding

    Investments to fund a child’s education expenses and can be tax-deferred.**

*It is not possible to invest directly in an index.

**You should consider the investment objectives, risks and charges and expenses associated with investing in a 529 savings plan. This information is included in the program disclosure statement, which may be obtained from the Infinex Financial Group Team and which should be read carefully before investing. You should consider, before investing, whether your home state of the designated beneficiary’s home state offers any state tax or other benefit that are only applicable for investment in such state’s qualified tuition program.

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Good Investing Starts With A Team You Trust.

Our financial planners guide you through your options to ensure you understand your investment portfolio and are comfortable with our strategy. Schedule an appointment at any of our locations today!

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