Efinity Financial
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Timarron Country 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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Our Approach

The Efinity Difference – Customized strategies, specific to your needs.

Efinity Financial has developed a unique approach to financial planning.  We understand that wealth means different things to different people.  Utilizing our collective expertise, we help our clients focus on what’s important to them and help them create a financial plan tailored to their financial personality and objectives. 

Our investment solutions combine modern theories of portfolio management with insights from the field of behavioral finance and psychology.   Taking into consideration all aspects of investment decision-making allows us to gain a more accurate understanding of you as an investor.

Looking at every aspect of your portfolio and estate from a holistic perspective, our approach allows us to create customized portfolios that match your personality, objectives, and risk tolerance, all at once.

At the end of the day, you can be confident that the resulting portfolio will be as individual as you are.

Efinity Client-Centric Investment Approach.

You and Your Wealth

Analysis From a Fiduciary Perspective

Tailored Portfolio Construction

Active Management

Introduction



“Get to know you” meeting. Are we a good fit to move forward? Do our personalities and philosophies warrant a second meeting?

Discovery and Data


A complete picture of your investments, insurance and other pertinent data needed to make recommendations.

Identifying the Right Investments for You

Connecting your financial personality with the appropriate investments best suited to your risk tolerance.

The Four Pillars



Asset Allocation, diversification, regular investing, rebalancing. Hallmarks of a good plan.

Assessment


Risk Assessment Questionnaire to determine your risk tolerance and overall views and biases about the markets and investing.

Pricing and Risk


Understanding your current advisor relationship. Analysis to discover the true cost of your existing plan as well as relevant risk/ reward ratios.

The Plan


-IPS (Investment Policy Statement)
-RIP (Retirement Income Plan)
-Alternatives

Transparency & Communication

Ongoing service to include monitoring, reporting, performance evaluation and face-to-face reviews.

Consult

Advise

Implement

Review





Market Snapshot

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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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