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Insurance Planning

A Sound Financial Plan Includes Insurance Planning

 

For your personal financial planning, ensure you are properly protected with tailored insurance solutions. One of the essential first steps in creating a sound financial road map is to safeguard your health, property, and assets with proper insurance planning. 

We invite you to learn more about the insurance we have available..

Get Started / Questions?

Contact us to learn more about the suite of Insurance Solutions and other ways we can assist you. 

Existing Account Support

Michelle Rogers

Phone: 800-452-1414
Contact Me 

 

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* Investment and insurance products are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. First Bank Wealth Management is a trade name of First Bank. Infinex and First Bank are not affiliated. Infinex does insurance business in California as Infinex Insurance Agency, CA Agency License #0H30186. Products and investment advisory services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Infinex does not offer tax advice. Consult your tax advisor for more details. https://brokercheck.finra.org/