Select Quick Guides
Are you looking for information on specific financial topics that are important to you and your family? Our Free Quick Guides can be easily downloaded to help educate yourself about the topics that may be important to you. Simply select any of the Quick Guides below that interest you.

Paying for college
College Funding "Quick Guide"
Saving for retirement
401(k) Rollovers "Quick Guide"
Individual Retirement Plans "Quick Guide"
Retirement Plans for Self-Employed "Quick Guide"
Protecting your family's financial resources
Disability Insurance "Quick Guide"
Life Insurance "Quick Guide"
Generating retirement income
Retirement Plan Distributions "Quick Guide"
Retirement Income "Quick Guide"
Making the right investment decisions
Mutual Funds "Quick Guide"
Variable Annuity "Quick Guide"
Fixed Annuity "Quick Guide"
Investing Basics "Quick Guide"
Building a sound plan for your estate
Making Critical Estate Decisions "Quick Guide"
Understanding Estate Taxes "Quick Guide"


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Securities and insurance products are offered through INFINEX INVESTMENTS INC. and its affiliates, member FINRA/SIPC. Infinex Investments Inc. and Exchange Investment Services are independent entities. 

Not FDIC Insured  Not Bank Guaranteed  May Lose Value
Not Guaranteed by any Government Agency   Not a Bank Deposit

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. Infinex Investments Inc. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.