Remove the Barriers to Pursuing Your Financial Goals

Financial advice is changing, and at FinancialConnex, we’re here to help.

By offering various options of engagement, you can customize the level of assistance to meet your specific needs. In today’s pursuit of financial goals, let a CERTIFIED FINANCIAL PLANNER™ help guide you in the complex areas of retirement planning, insurance, and investments.

Receive A Personalized Proposal!

See if Guided Wealth Portfolios are right for you!

Need Financial Coaching

We offer Flexible Options for all budgets!

Complimentary Consultation!

Receive a Complimentary Analysis of your planning goals!