What We Do
We do a detailed review of your finances, identify where you are now, and develop a comprehensive plan for the future.
What We Offer
Full access to all the financial products, tools, and resources to help keep your financial life in balance.
Why Choose Us
We promise you an objective opinion, honest answers, and a personal relationship with our team of advisors.
Resources
- Fixed Annuity Rates- Effective April 5, 2021
- Market Week: March 29, 2021
- Market Month: February 2021
- Market Month: February 2021 (Video)
- Quarterly Market Review: January-March 2021
- Quarterly Market Review Video
- 2020 Annual Market Review
- The SECURE Act Hope to Make Retirement More Secure (Video)
- Handling Market Volatility (Video)
- CARES Act Provides Relief to Individuals and Businesses
- Federal Student Loan Borrowers Get Some Relief
- The Coronavirus and the Global Economy
- American Rescue Plan Act Provides Relief to Individuals and Businesses
- Form CRS: Helping You Understand
the Financial Professional Relationship - Due Date For Federal Income Tax Returns and Payments Postponed
- Data Breaches – Tips for Protecting Your Identity and Your Money
- Client Factfinder
- Learning Center
- Investing Basics
- Stocks and Stock Mutual Funds 101 (Video)
- Bonds and Bond Mutual Funds 101 (Video)
Locations
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. TMB Financial Solutions is a trade name of The Milford Bank. Infinex and The Milford 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 possible loss of value.
