Financial Planning
For building a bright future.
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.
Fortera & Infinex
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.
What we do best.
Retirement Solutions
Picture your dream retirement. Whether you’re sipping a cold beverage on a warm beach, surrounded by giggling grandchildren in your family home, or checking cities off your bucket list one-by-one, getting there starts right here.
College Savings
Set your future student(s) up for success with their very own college savings fund. With a little bit of strategy, you can give someone the gift of an education free from the stress of paying their way or trudging through debt.
Life Insurance
We can’t always see the future, but we can do our best to protect it for our loved ones. Life insurance gives your family peace of mind if you are no longer here to care for them.
IRA's & 401K's
Find a long-term saving solution that can stand alone or pair perfectly with your existing retirement plan. Check out our IRA's and 401K's today. It's never too early to start planning.
Investment Strategies
Knowing where to start can seem a little overwhelming, but investing can actually be approachable and personable. All you need is a little time, conversation, and the right partner.
Financial Portfolio Management
Already working with our Wealth Management Team? Excellent! Log in to NetXInvestor to build, strengthen, and grow your investment portfolio with ease.
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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/.