Developing a customized financial strategy involves a step-by-step process. 

We take the time to get to know you, your goals, and (especially) your concerns.  From there, we build strategies that are appropriate to your situation and designed to fit your vision and objectives. 

It's important for all investors to be as informed as possible.  So, in addition to offering investment vehicles, we provide guidance and resources to help you feel confident in your money management decisions.  

 

Investment products & services available to you through Infinex include:

 

Stocks – Common and preferred equity issues of publicly traded companies

Bonds – U.S. Treasury, tax-free municipal, corporate, and convertible bonds

Mutual Funds – Over 4,000 different mutual funds from the leading fund families

Annuities – Both fixed and variable annuities from various issuers

Retirement Accounts – Traditional IRA, Roth, SEP, SIMPLE, etc.

529 College Savings Plans – An innovative college savings plan that offers tax-free* growth on contributions to higher education expenses  (*Tax-free if conditions are met)

Retirement Account Rollovers – 401(k), 403(b), IRA, and other employer-sponsored retirement plans

Fee-based Money Management Programs – Various asset allocation strategies to complement short-term planning approaches

Financial Planning – Guidance toward financial goals, from retirement to a child's education to estate plans and trusts

 

Contact us today for a consultation to see what investment options may be right for you.