Wealth Management Services
Let our financial consultants build a portfolio with you based on your preferred time horizon, to help you decide what your various investments and overall asset allocation should be.
Let us be your wealth management guide.
Asset Allocation
Flagstar’s financial consultants can help you explore options to establish a diverse portfolio with an appropriate asset mix of stocks, bonds, cash, and real estate.
Time Horizon
Let our consultants build a portfolio with you based on your preferred time horizon, to help you decide what your various investments and overall asset allocation should be.
Investment Policy Statement
Discover how an investment policy statement can provide a roadmap to successful investing and a defense against potential financial risks.
IRA Contributions & Conversions
Get ahead of your retirement and receive guidance from a trusted Flagstar consultant on how to maximize your investment in your tax-advantaged1 individual retirement account.
Employer Sponsored Plans & 401(K)s
Take advantage of your employer-sponsored retirement plan with proper asset management services from our dedicated financial consultants.
Self-Employed Retirement Plans
Understand the benefits of a self-employed retirement plan with higher contribution limits that are vested immediately.
Gifting
Explore the tax implications1 of a potential philanthropic gesture and how that may impact your future investments.
Review of Portfolio
Discover the importance of asset allocation and balancing risk against performance to yield the best results when it comes to portfolio management.
Review Investments Held Outside the Firm
Explore various investment options and how they can help you maximize your cash flow and diversify your portfolio.
You may also be interested in:
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.