To most people, insurance can seem like a complicated subject. What is appropriate for an individual to have at certain stages of life? What will help protect my family now but can also be useful to me later in life once my children are grown? When should I consider long-term care as part of my financial plan?
Our team fully understands your desire to make sure that your loved ones are not left in financial jeopardy due to an unexpected turn of events. We are here to listen to your concerns and make suggestions while taking into consideration your overall goals and financial situation. We view the insurance piece as part of the greater whole of your financial plan and will provide unbiased advice based on your needs and what fits best with your lifestyle and family structure.
Ready to get started with insurance protection? Make an Appointment
Need a financial/insurance check-up? (recommended at least every couple of years) Make an appointment with an Infinex consultant.
Just want to learn more about financial planning and insurance?
Get started with MoneySmart.
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.