Income Tax Planning Services

(888) 248-6423

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Let us be your tax planning guide.

Review of Cost Basis

Let Flagstar maximize your investments and capital gains with a personalized cost basis breakdown.

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Tax Loss Harvesting

Develop a tax loss harvesting strategy to increase your overall returns, even during market slumps.

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Potential Roth Conversions

Let us help you determine if a potential Roth Conversion would help you receive tax-free growth potential and tax-free withdrawals

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Variable, Fixed, and Tax Sheltered Annuities

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Insurance Policies

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Mutual Fund Investment

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Registered financial consultants are representatives of Infinex Investments, Inc.

¹This information is general in nature and should not be construed as tax advice. Infinex Financial Group does not offer tax advice. Please consult your tax professional prior to investing. With references to tax-advantaged IRA, and tax implications of philanthropic gestures.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Investment & Insurance Services at Flagstar Bank is a trade name of Flagstar Bank. Infinex is not affiliated with Flagstar Bank. 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 the possible loss of value.