|Investments and Brokerage||
Selecting an Investment Advisor
Your financial goals
In order to reach your financial goals and be prepared for major financial events in your life such as purchasing a home, financing a college education and saving for retirement, it is important to have the right investment strategy in place. A knowledgeable Infinex Investments, Inc. Financial Consultant can help you determine what that strategy might be. After thoroughly examining the status of your current investment profile and your goals for the future, your Infinex Investments, Inc. Financial Consultant can help you customize an investment strategy targeted to meet your individual needs.
Finding the right investment for you
Many considerations such as age, tax bracket and income need to be taken into account when choosing the right investments for your portfolio. Some examples include managed account programs, asset allocation programs, mutual funds, unit investment trusts, tax-advantaged investments, individual securities such as stocks, government bonds, municipal bonds and corporate bonds. Within these categories, there are literally thousands of options from which to choose, and working with a Infinex Investments, Inc. Financial Consultant can make it easier to sift through all of the possibilities and help you make the appropriate choices for you.
You will work together with your Infinex Investments, Inc. Financial Consultant to determine how to best allocate your "investable" dollars to meet your current and future needs.
Some questions that will assist in determining how to allocate these dollars are:
Ever changing needs
Having a strategy in place is important, but just as critical is the ability to respond to your changing financial requirements and fluctuations in the investment markets. A Infinex Investments, Inc. Financial Consultant who is familiar with your situation and who is in tune with the financial marketplace can keep you up-to-date and help adjust your investment strategy.
Working with an investment professional vs. doing it yourself
Let's face it, investing is serious business. While many people are do-it-yourselfers, investing wisely takes knowledge and experience. The Infinex Investments, Inc. Financial Consultants we have made available to you have the experience and training to help you understand the investment options available to you and to help you evaluate the various risks and rewards associated with a multitude of investment choices. Working with a Infinex Investments, Inc. Financial Constultant doesn't guarantee superior returns, it's always best to have an objective discussion with a Infinex Investments, Inc. Financial Consultant about your investment objectives and how best to work toward them.
Think of investing as a journey through an unknown forest. Wouldn't you feel better having a guide?
Convenience, the time factor and the help of an investment professional
Developing an investment strategy, monitoring your investments, keeping track of the paperwork and staying abreast of constantly changing regulations are all heavy consumers of time and thought. Knowing that a professional is handling the details and giving your portfolio the attention it needs makes having an investment program easy and convenient. It also saves you time and allows you to let someone else worry about the details for you.
You're the decision-maker
Having a Infinex Investments, Inc. Financial Consultant is similar to employing the services of any other adviser. Recommendations are made based on a working knowledge of, and high level of experience, in the professional's specialized field. However, you are the one making the final decisions, and the choice is yours as to how much you want to be involved in the management of your account.
Choosing an investment adviser
There are no concrete guidelines for selecting an investment adviser. Like selecting a lawyer or doctor, it is important to have confidence in and feel comfortable with your representative. Shop around and then choose the adviser with whom you feel the most comfortable.
Consider Southern Investment Services
Once you have made the decision to enlist the help of an investment consultant, consider speaking with one of the Infinex Investments, Inc. Financial Consultants we have made available to you. He or she would be happy to meet with you on a no-cost, no-obligation basis to discuss your financial goals, build a personal investment profile, and help you devise a strategy to reach those goals. Infinex Investments, Inc. Financial Consultants have access to up-to-the-minute market information and the research tools necessary to serve your investment needs. Also, when you choose a Infinex Investments, Inc. Financial Consultant, you get a whole team of professionals working with you behind the scenes - a team that offers you an unmatched combination of knowledge, service, and professionalism.
Securities, investment advisory services, and insurance products offered through Infinex Investments, Inc., member FINRA / SIPC and a SEC registered investment advisor Infinex and Southern Investment Services are independent entities.
INVESTMENTS IN SECURITIES, ANNUITIES AND INSURANCE:
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Guaranted by any Government Agency
Not a Bank Deposit