Informoney

Specialties

We specialize in Financial Planning & Strategy. We offer fee based plans which include Investment, Protection, Retirement, Estate, Cashflow, Education. Our goal is to help clients build expertise and confidence so they can be in charge of their futures. We limit the number of clients to advisors to ensure that every client gets their quality time with their advisor. Our fee based plans allow us not to push products and instead all discussions are focused on strategy and education.

History

Established in 1989.

The years from 1989 until 1997 were spent associated with a major insurance and mutual fund company. In 1998, Informoney Financial Planning moved to its own premises and chose to work for a Mutual Fund Dealer in order to begin the process of freeing clients from the steering effects of a commission based industry. In 2001, we took the next step by introducing The Informoney Financial Program TM, a 7-​Step process provided for a fee and focused on Strategy. Our clients have the luxury of personal attention due to our low client-​to-​planner ratio. We intend to continue being leaders in the industry and are presently working on products to improve industry accountability.

Recently, Informoney made the move from the Mutual Fund industry to what is called Private Client Equity, that was at one time only available to very wealthy individuals. Technology and efficient investments have dramatically lowered the entry criteria so that average investors can benefit from high level companies.

Meet the Business Owner

Russell M.

Business Owner

An educator — at heart — I have always interacted with clients from a strategy point of view, rather than product focus. I find great satisfaction in being a part of a clients growth both financially and personally.

Check out my recent book ‘Twenty One Days to a Happy Heart’. An easy read at 55 pages with some insights for those on the journey to personal fulfillment. There is a companion Journal to start writing your way to happiness.

I am also freelance as a 10x Coach working for Strategic Coach. I coach workshops throughout the year helping successful entrepreneurs strategize about taking their business to 10x level. Celebrating my 20^th year of coaching.