Fundex Investments

Welcome to our financial planning firm, where we prioritize your money and your peace of mind. We understand that you have worked hard for your money, and we are committed to helping you control your risks, minimize your taxes, and make the most of your investments to achieve your financial goals and secure your dream future.

We believe that the more you know about financial planning, the more likely you are to reach your financial objectives. That's why we emphasize investor education and build strong relationships with our clients based on trust. We take the time to help you really understand the various vehicles you can use to secure and grow your investments, and we strive to make rock-solid recommendations that meet both your needs and risk tolerance.

Our Services

We offer a wide range of financial planning services, including:

Financial Planning: We help you create a comprehensive financial plan that takes into account your unique needs, goals, and dreams. Our goal is to give you peace of mind about your hard-earned money and financial future.

Retirement Planning: We specialize in retirement planning and can help you make the most of every opportunity during your retirement years. Whether you're just starting to think about retirement or you're already retired, we can help you protect your retirement income, minimize taxes, and ensure that your retirement dreams become a reality.

Estate Planning: A detailed estate plan can create a legacy that benefits your heirs in many ways. We can help you create an estate plan that protects your assets, provides for your loved ones, and minimizes taxes and administrative costs.

Tax Planning: Minimizing taxes through careful planning is one of the most powerful financial strategies available today. We can help you implement tax-saving strategies that maximize your after-tax income and minimize your tax burden.

Portfolio Analysis: We offer portfolio analysis services to help you understand the performance of your investments and make informed decisions about your financial future.

Insurance Analysis: We can help you analyze your insurance needs and make recommendations about the right types and amounts of insurance for your situation.

E-newsletter, Resources, and Calculators: We offer a variety of resources to help you stay informed about financial planning, including an e-newsletter, a financial library, video library, and various calculators.

Government Sites and Forms: We can help you navigate the government sites and forms related to financial planning and ensure that you're in compliance with all relevant regulations.

Life Planning: We understand that financial planning is just one aspect of your life. That's why we offer life planning services to help you create a well-rounded, fulfilling life that aligns with your values and goals.

Your Legacy: You have worked all your life and saved for retirement. What other planning work do you need to do to continue your retirement and leave a legacy that benefits your loved ones? We can help you answer these questions and create a plan that ensures your legacy lives on.

Young Family: Raising a family is a rewarding experience, but it can also be financially challenging. We can help you create a wise financial strategy that keeps your growing family on track during all the "growing-up" years.

Retiree: After years of living the "rat race", you are looking forward to retirement. We can help you create a plan that ensures the highest income level to make your retirement dreams a reality.

Running a Business: Running a successful business can be one of life's most rewarding experiences. We can help you create a financial plan that maximizes your business's potential and ensures its long-term success.

Please contact us for assistance with any financial questions. We are here to help you.