Mutual Funds allow you to pool your money with that of other investors who have similar investment goals. These funds provide potential for long-term growth, professional money management, and diversification* opportunities for investment dollars.
Lakestone Financial Services offers access to the following annuities: Tax Sheltered Annuities** are tax qualified plans offered to employees of non-profit organizations and employees of public school systems.
Fixed Annuities, which are tax deferred, allow you to safely take advantage of competitive fixed interest rates. A fixed annuity is a dependable insurance product that can provide you with steady income in the future.
Variable Annuities combine the tax-deferral benefits of a fixed annuity with the flexibility and performance of an investment fund. You control the investment options and can take advantage of potentially competitive returns through market exposure.
Lakestone Financial Services offers access to various bank CDs. CDs have characteristics that are common with bonds, but also include FDIC protection up to the applicable limits. CDs should be held to maturity to avoid loss of principal.
Stocks and Bonds
Our investment professionals can place stock, bond, and treasury bill orders. All domestic stock exchange orders are available to our clients. We offer a broad range of bonds to help you meet your income needs, including Treasuries, Federal Agencies, corporate, municipal, and mortgage backed. We can also process employee stock options.
REITs (Real Estate Investment Trusts)
REITs are companies that own and manage a portfolio of various types of real estate. REITs can sell like stocks on major exchanges and can provide diversification and long-term capital appreciation. Clients may enjoy the benefits of real estate ownership without the associated difficulties of being a landlord.
Financial Services Officer
Call Tyson to set up a free, no obligation consultation. For existing Infinex clients who have an emergency or need to make a trade call Infinex Financial Group support team at 800.218.2827.
Lakestone Financial Services are provided through Infinex Investments, Inc., a registered broker-dealer and member of FINRA/SIPC. Explanatory brochures are available at FINRA and SIPC. SIPC protects securities customers of its members up to $500,000 (including $100,000 for claims for cash).
*All guarantees are by the issuing insurance company and are subject to the claims paying ability of the insurance company.