Infinite Wealth Planners Opens PlanMember Financial Center in Houston

HOUSTON--(BUSINESS WIRE)--Richard Becker and Graham Clement of Texas Infinite Wealth Planners, announce their affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of nonprofits in the greater Houston area.

PlanMember, with $6 billion in assets, specializes in fee-based 403(b), 457(b), and 401(k) plans. By co-branding with PlanMember as a Financial Center, independent advisors can tap the resources and preferred market access of a national company while maintaining their own local identity. PlanMember has established 25 Financial Centers in 15 states, with a goal of expanding to 80 nationally. (For more, go to http://joinplanmember.com/fc.)

With 10 advisors and millions of assets under management, Infinite Wealth serves all of Texas. Through PlanMember and other agreements, Infinite Wealth is an approved provider by the Teacher Retirement System (TRS) of Texas. It helps educators and support staff in almost every school district—as well as most universities and higher education groups—in the state. Collectively, the partners have over 60 years experience advising clients about their TRS pensions, optional retirement plans, and Social Security.

“The relationship between PlanMember and Infinite Wealth allows us to be better advisors for our clients and bring financial literacy to a new level,” said Becker. “We now have the tools to better educate our clients and help them be financially independent in retirement.”

“We work closely with our clients to gain a comprehensive understanding of their financial health, their habits, and their goals,” Clement adds. “Together we create a plan to help them achieve those goals.”

“The affiliation with Infinite Wealth supports PlanMember’s plans for expanding its Financial Center business model across the country,” said Jon Ziehl, founder and CEO of PlanMember, “and we’re looking forward to a successful long-term relationship.”

PlanMember is a nationally recognized broker/dealer, investment advisor, and member of FINRA/SIPC, providing retirement planning to the public education and non-profit sectors for over two decades. PlanMember delivers personalized retirement planning services and a broad selection of investment and annuity solutions. The company is headquartered in Carpinteria, California. For more information about PlanMember and Innovative Financial Solutions, contact Richard Ford at [phone] x2400 or [e-mail]; Graham Clement at [phone] or Richard Becker at [phone]; or www.planmember.com/infinite.