Infinex representatives provide access to a variety of investment vehicles, including annuities and mutual funds. They’re also licensed to handle:
- Key-person life insurance policies
- Disability policies
- Other insurance needs
In addition, Infinex offers a variety of retirement plans, including 401(k)s, SEPs and Simple IRAs, along with expert advice answering questions ranging from funding issues to employee eligibility requirements.
- Business Services
- Financial Planning
- Estate Planning
- Asset Management
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Luke has more than 20 years of industry experience. As part of the Newtown Investment Solutions team, he strives to work in the clients’ best interest while developing and providing comprehensive tailored strategies for clients to support of a wide range of investment goals, including retirement planning and wealth management. He holds FINRA series 6, 7, 24, 63, and 65 registrations. Luke is also licensed in life and health insurance and holds the prestigious Certified Financial Planner (CFP®) designation, obtained through the College for Financial Planning.
Luke is an avid runner and triathlete, he has completed in several marathons and qualified for the Boston Marathon. Above all, Luke and his wife are proud parents of a daughter and son both now in college and cherish their time together in Redding, CT.