Q: What is changing?
A: Infinity Financial Advisors, Lusher Financial Services and Allegiance Financial Planning have combined forces to form an even stronger financial advisory firm for our existing and new clients. This is a result of the vision and hard work of our people, who make our teams what they are today, raising the bar for what we can be tomorrow.
Q: Why is this occurring?
A: The joint leadership teams have identified synergies within our companies which will see us being able to service our clients even better in the future.
Q: Who is Infinity?
A: Infinity Financial Advisors are a local advisory who have received national recognition for our active approach to investing. The Infinity team believe it is in the active management of money that gains are made and we are renowned for our investment expertise.
Q: How will this change affect me?
A: Our goal is for this change to be a benefit to you as a client. You will be in control of how, if in any way, this change can aid you. You can maintain the advisor you have today or, you can opt to access additional expert advisors and services.
Q: Will fees or commissions increase as a result of this change?
A: There will be no change to current fee structure.