Efinity Financial
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Timarron Country Club
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10.24.18
Fort Worth Club
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EFINITY NEWS
Powerful study by Dr. David Babel
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The benefits of Fidelity Investments as our Partner
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Core Values

  1. Integrity – Defined as having an intuitive sense of honesty and truthfulness in regard to the motivations for one’s actions.  At Efinity it is a consistency of actions, values, beliefs, principles, expectations and outcomes.  As a core value, it simply means that we strive to do what is right, the right way, all the time.

  2. Customer Focus – The Efinity Way
    • Every action is shaped by a relentless commitment to meeting and exceeding customer expectations regarding product and service quality.
    • Customer touch points and supporting internal processes are constantly evaluated and improved to meet or exceed client expectations.
    • Every employee understands what he/she must do in order to maintain and add value to every relationship with both the clients and those within the organization that rely on them for the work they do.

  3. Relationships – A concept that transcends the Efinity family.  Our founder’s belief, passion, and enthusiasm helped drive Efinity as a client focused organization built on doing business differently.  Relationships beyond the product, summarize this approach.  We will get to know you, and you will get to know us.  From this mutual trust and understanding a customized plan that matches your objectives, financial personality, and risk tolerance will emerge.
     
  4. Innovation – Efinity Financial pledges to lead the industry in both the utilization of technology and applicable product releases.  Being a leader in innovation requires Efinity to be creative and adaptable to ever changing markets and client needs.  We are daring to change the way consumers view financial planning.


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Efinity Financial and Global Financial Private Capital make no representations or warranties about the accuracy, reliability, completeness or timeliness of the contents of these links and do not recommend or endorse any specific information herein. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. The information contained on this website is for information and education only. It is not intended to provide accounting, legal, or tax advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation. Annuity and insurance product guarantees are backed by the financial strength of the issuing company, and are not offered through Global Financial Private Capital.

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