Personal Investment & Insurance Services
Through Infinex Financial Group, we offer access to many savings, investment, and insurance options to help individuals and families improve their financial future. The right mix for you will depend on many things including: your age, income, financial obligations, and appetite for risk, along with external factors like market performance, interest rates, and the economy in general.
We work hard to understand your financial needs and goals in order to design the right solutions for you. Through a conservative yet creative approach, we specialize in helping people maximize returns while protecting principal. These are just a few of the many types of solutions we may recommend.
529 College Savings Plans
These plans are good for saving for college while reducing the impact of taxes*. They are especially useful for college savers who want to contribute greater amounts than what’s permitted by Education Savings Accounts.
These are insurance products that can pay a lifetime income benefit that is indexed to market gains, while guaranteeing a minimum benefit commensurate with the principal used to purchase the policy. Remember that all guarantees are by the issuing insurance company and are subject to the claims paying ability of the insurance company.
Life & Long-Term Care Insurance
Of course there are many flavors of life insurance, but there is an interesting type of product that pays interest on the cash value in the policy and also allows the policy to pay for long term care expenses.