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START YOUR FINANCIAL EVOLUTION

Empowering You
and Your Money

Our Trusted Financial Partners Include

YOUR FUTURE BEGINS RIGHT NOW
Let’s Talk About Your
Financial Destination

Our Trusted Financial Partners Include

CONNECTING MINDFULNESS TO MONEY
The Way You Think and
Feel About Money Matters

Our Trusted Financial Partners Include

At Innergy Financial, we help people develop a strong, healthy relationship with their money. By combining a solid, timeless, customized strategy with your uniquely personal identity, we’ll help you achieve your goals and your peace of mind faster.

SCHEDULE MY COMPLIMENTARY CONSULTATION NOW >

WE START BY GIVING OUR CLIENTS THE RIGHT TOOLS

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GROWTH STARTS FROM WITHIN

We are Innergy Financial

Meet the Innergy Team

We believe the way you think and feel about money reflects your relationship with it. When you know who you truly are, what you want and where you’re going, your money will, too. Our personalized approach will help you get more out of your financial life today and tomorrow. This is the Innergy way.

Our trusted financial partners include: Lafayette Life Insurance Company, National Life Group, Allianz, National Western, Fidelity & Guaranty Life, Foresters Financial, AIG, and Prudential.

I’M READY TO BEGIN MY FINANCIAL JOURNEY >

A MORE PERSONALIZED APPROACH TO FINANCIAL PLANNING

What We Do

Retirement Planning Services

Invest for the long term with tax advantages so you don’t lose money in the event of a market crash and enjoy a guaranteed lifetime income that you won’t outlive.
  • 401k/IRA rollovers
  • Indexed annuities
  • 403(b)
  • 457
  • Simple IRA
  • Roth IRA
  • SEP IRA
PLAN FOR RETIREMENT

Life Insurance

Life insurance policies have evolved, with tax-free death benefits going to your loved ones in the event of a premature death, as well as living benefits that give you access to tax-free funds in the event of a terminal, chronic, or critical illness.
  • Index universal life
  • Term with living benefits
  • Whole life, universal life
  • Traditional term
  • Final expense
GET LIFE INSURANCE

College Planning

With college tuition costs on the rise, it’s never too early to begin planning for higher education. We can help you make college more accessible for you and your children.
  • Tax-free growth
  • Tax-free distributions
  • Financial aid benefits
  • Funds that can be used for other than college
PLAN FOR COLLEGE

Business Owner Strategies

We can help protect you and your business from unexpected loss, save on taxes, plan for retirement for yourself and your employees, and attract and retain quality talent.
  • Defined benefit plans
  • Defined contribution plans
  • Executive bonus plans
  • Buy-sell agreement
  • Key person insurance
  • Split dollar arrangements
PROTECT YOUR BUSINESS
LET’S BREAK IT DOWN
Innergy Financial’s proven process for success.

Innergy's Complimentary Six-Step Financial Strategy

At Innergy Financial, we never do business on the first appointment. Instead, we listen to your story to develop growth opportunities and provide personalized solutions that work best for you. Through invaluable education, understanding and guidance, you’ll be able to gain more control of your money.

Inhale. Exhale. Start!

Which of these steps are challenging YOU the most?

Click below to instantly book your personalized strategy session with one of our trusted advisors.

LET’S GET STARTED >

Your time is now. We’ll be in touch with you right away.

Ensure proper protection
Safeguard against unexpected loss of income, protect your loved ones with living benefits and explore term and permanent life insurance options.
1
Increase your cash flow
Pay yourself first (10%), manage your expenses by analyzing your current spending behavior and free up money to help you uncover additional income.
2
Establish strong credit
Create a debt reduction strategy, take advantage of credit repair services and settle debts, including student loan debt.
3
Create reserve funds
Save money on unexpected expenses and maintain at least 3-6 months of income in a liquid account.
4
Create a college savings plan
Prepare for higher education and make college more accessible.
5
Plan and save for retirement
Invest for the long term, minimize taxation, protect your gains, enjoy a guaranteed lifetime income strategy and establish an estate plan that avoids probate.
6

Inhale. Exhale. Start!

Which of these steps are challenging YOU the most?

Click below to instantly book your personalized strategy session with one of our trusted advisors.

LET’S GET STARTED >

Your time is now. We’ll be in touch with you right away.

WE LIVE AND LOVE BY THE NUMBERS

YRS OF EXPERIENCE
1 +
TRUSTED PARTNERS
1
LICENSED AGENTS
1 +
CLIENT SATISFACTION
1 %

ENJOY A MORE SECURE FUTURE

Favorable Returns From Our Clients

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Nikole Macias

Business Development Manager,
Monster Energy Co.

“Working with Innergy for my insurance needs was an absolute pleasure. They made the experience as painless as possible by explaining all my options in detail to find the perfect plan for me and my family, while going above and beyond by quickly getting licensed in my current state of residence. Thanks to Innergy, I have peace of mind knowing that my family will be taken care of, now and
in the future.”

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Juan & Raelynn Valenzuela

Business Owners

“As a young family, we had no idea where to start planning for our family’s financial future. Karlo and Anna made the process so easy for us. They were professional, friendly, informative, and definitely had our best interests in mind. We feel very confident about the choices we made together and have peace of mind. We highly recommend Innergy to anyone looking to secure their future with confidence.”
avatar-3

Julian Torres

U.S. Marine Corps Veteran

“There is no one I would trust more with my financial planning than Innergy. It puts me at ease knowing that there is someone involved with my finances that will always have my best interest at heart. Honest, accommodating, thoughtful and intelligent are attributes you can count on experiencing when speaking with Karlo or any one of his team members.”
avatar-4

David Thomas

President & CEO, Tenant Planet, Inc.

“In a world filled with sales people it’s refreshing to work with a firm that is focused on actually meeting your needs as a client as opposed to just trying to sell you something. Innergy Financial had the right mix of industry know how and a client focused mentality that is the perfect mix for me. When making these kinds of important financial decisions it’s crucial for me to work with a team that I can have confidence in and in this way Innergy has really delivered.”

READ MY MIND

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Become a Financial Professional with Innergy

Take control of your time, your income and your future — and help others achieve their goals, too. See how becoming a licensed financial professional with Innergy Financial can help maximize your personal and financial growth.
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