Financial Check-ups

You've probably experienced the satisfaction of checking a job off your "to do" list. The task is done and you don't have to think about it anymore.

That's how many people approach their financial planning. But it's not a good approach!

In reality, life events cause continual change to financial plans.  Strategies that were once appropriate are sometimes no longer applicable. 

Our team slogan is ‘A Strategy for Every Goal’ -  even when those goals change and/or new solutions are needed. When you work with a member of the Financial Solutions Team, regular financial check-ups are a part of ensuring that the plan we are suggesting on your behalf is appropriate for your current situation. 

Our intention is to be your partner for life, assisting you in navigating today's complex financial world and working together towards your lifelong financial goals.

 

Have questions about our consultation services? Contact a customer service representative.

Ready to talk with Chris, Larry, or Derek?  now! They will meet with you wherever is convenient for you, for instance, at your place of business or even at your home if coming to our offices is not possible.

http://brokercheck.finra.org/

About our Investment Products and Services

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Benchmark Financial Solutions is a trade name of Benchmark Community Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.