Schedule a Financial Planning introductory call and follow-up appointment with our Wealth Management team by clicking the button below. Follow-up meetings can be in-person, over the phone, or online via video chat. We can't wait to get to know you and help you build a plan that aligns with your values and helps you reach your financial goals.
Teaming up to make your dreams a reality.
Providing members with smart, customized retirement solutions, Fortera partners with Infinex Financial Group. Our licensed and experienced Financial Planning team, who are registered representatives of Infinex Investments, offers impartial, thoughtful advice tailored to your unique journey and goals. We're here to help you navigate big life decisions with confidence and get started on building a bright future.
We believe money management guidance should be holistic, free, and personal. If that sounds like what you are looking for, give us a call at 931.431.3315.
* Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Fortera Wealth Management is a trade name of Fortera Credit Union. Infinex and Fortera Credit Union are not affiliated. Products and services made available through Infinex are not insured by NCUA 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 possible loss of value. For more information, please visit http://www.finra.org/ or http://www.sipc.org/.