Advantages We Have Over Larger Brokerages
Infinity Financial: California Financial Advisors Working for You
Infinity Financial’s business philosophy and structure offer you a number of advantages over larger brokerages:
Clients tell us that oftentimes at larger brokerage firms they have felt like a number—anonymous in a sea of clients and unsure of how to best navigate to make sure they had enough information to feel like their money was working in a way they understood and agreed with. With Infinity Financial, we remember who you are, so you don’t have to retell your story and goals multiple times to different advisors. And, we’re a repository for your confidential financial investments and information, so you can access details about your accounts and our helpful investment management assistance at any time.
In short, you’ll receive the kind of personalized, one-on-one service and advice that helps to build a productive, long-term relationship. You’ll have confidence in your association with us, know what your investment options are, and understand why you’re choosing one direction over another. And, you can choose the level of ongoing involvement you want with us as we monitor and help grow your account. We’ve placed flexibility at the core of how we work with you because we want to serve your financial planning and investment management needs in a way that resonates with you and what you’re trying to achieve.
Because we offer both commission-based and fee-based service arrangements, you have the power to choose which working relationship works best for you. If you’d like to change our working arrangement in the future, just ask. There’s no need to switch investment firms just to take advantage of a different way of working together or a higher level of service.
Larger brokerage firms can have complex restrictions you may not be aware of. They also tend to make their general investment decisions at a higher level, then carry them out through the advisor level. With Infinity Financial, our structure is simpler and better able to respond to your needs in relation to market conditions. You have direct access to the decision makers—so you hear straight from the source why we make the recommendations we do.
We encourage you to ask questions, discuss options, and truly understand what you’re investing in and why. We are experts in financial planning and investment strategies with many years of experience building wealth for clients. We love what we do and are interested in crafting a strategy that will fit both your needs and your comfort level.
