WE HELP FAMILIES NAVIGATE A SOUND COURSE TOWARD FINANCIAL INDEPENDENCE
GAIN AN UNDERSTANDING OF YOUR CURRENT SITUATION, AND OF YOUR FINANCIAL GOALS

ANALYZE YOUR CURRENT STRATEGY AND ACTIONS
DESIGN AND HELP YOU IMPLEMENT A FINANCIAL PLAN
REVIEW YOUR FINANCIAL PROGRESS AGAINST YOUR PLAN ON AN ONGOING BASIS

Services

Professional Financial Guidance for families and small businesses

At Exfinia Financial Services, Inc., we help families navigate a sound course toward financial independence. As financial professionals we partner with clients to help them make informed and effective financial decisions. We believe that your financial success is built by our team gaining an understanding of your objectives and then offering guidance through the use of state-of-the-art tools and processes.

The key aspects of your relationship with Exfinia Financial Services, Inc.:

  • Gain and understanding of your current situation, and of your financial goals
    We gather information about your goals and objectives, any current investments or company retirement plans, your current insurance coverage, amounts you owe, etc. We also get to know your individual needs and preferences so we may tailor our suggestions accordingly.
  • Analyze your current strategy and actions
    Using our professional experience, supported by specialized tools and technology, we analyze your current financial picture and measure any surpluses and shortfalls against your financial goals. Strengths and weaknesses are identified, as well as areas for improvement. A comprehensive plan of action results.
  • Present an action plan
    After a careful professional analysis, we meet with you to review our findings. We also present an action plan of how to most effectively address any issues we have uncovered. Taking time to ensure that you have a complete understanding of the issues, as well as the strengths and weaknesses of any solutions, is key to moving forward with confidence.
  • Implement plan
    The next step after your approval of our proposed plan of action is for our team to implement our recommendations. You will be kept fully informed of our progress and will receive clear explanations of each step.
  • Ongoing review and reporting
    The final step in the Exfinia process is to monitor your progress through ongoing financial reviews as needed, and to make adjustments as necessary to help ensure that you realize your financial goals and objectives. As your life changes and evolves, we will see that your financial strategies change with you.

Team

Greg Clifton
Karyna Rodriguez Gutierrez
Natasha Atkinson
Greg Clifton

Greg Clifton

Chairman

Greg Clifton, Chairman of Exfinia Financial Services, Inc., began his career in financial services in the early 1980s while working for a major New York-based firm, choosing to become an independent advisor in 1990. He believes knowledgeable guidance, supported by a clear, informative client education, empowers families to make the most effective financial decisions.

Greg is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds a designation as a Chartered Financial Consultant® (ChFC®), has earned his Master of Business Administration (MBA) from the Cox School of Business at Southern Methodist University, and is a multiyear recipient of the FIVE-STAR Wealth Manager Award*.

Greg is active in his community, currently serving as chairman of the board of directors of Texas Family Musicals, Inc., Greg is past chairman of the board of directors of Casa Mañana Theatre, past president of the board of directors of the Better Business Bureau at Fort Worth, a past member of the board of directors of The Art Council of Fort Worth and Tarrant County as well as Mental Health America of Greater Tarrant County, and a member of the Advisory Board of the Cox School of Business at Southern Methodist University as well as other civic posts.

Greg is a dedicated father of his two daughters, receiving his greatest joy from time spent with them.
In his spare time he enjoys traveling, long-distance cycling, and restoring and racing classic cars from the late 1960s era.

www.linkedin.com/in/gregtclifton

*FIVE-STAR Wealth Manager Award: Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance.  For more information please visit www.fivestarprofessional.com

Karyna Rodriguez Gutierrez

Karyna Rodriguez Gutierrez

President

Karyna Rodriguez Gutierrez, president of Exfinia Financial Services, Inc., graduated Salutatorian from the Monterrey Institute of Technology with a major in Public Accounting and a specialization in international finance.

Karyna started her professional career in finance 20 years ago working for a financial engineering firm called PROFIT, located in Monterrey, Mexico.

Karyna then worked for a financial advisory firm in The Woodlands, TX providing investment advise to high net-worth clientele in Latin-America, Switzerland and the United States.

Karyna’s ability to establish business and personal relationships is one of the key strengths of Exfinia’s executive team.

Karyna is a dedicated mother of two sons and one daughter, sharing with them her passion for music, reading and sports.

In addition to being an active member of her community, Karyna likes to participate in sporting events involving running and cycling.

Natasha Atkinson

Natasha Atkinson

Director of Client Services

As Director of Client Services for Exfinia Financial Services, Inc., Natasha’s responsibilities include coordinating client services, helping ensure that client requests are directed to the appropriate service personnel, and that all requests are handled quickly and efficiently.

Natasha also assists in coordinating the calendars of Exfinia’s executive team, as well as following up with key strategic relationships to ensure our team stays up to date on the latest industry needs and developments.

As our front line for client service, we count on Natasha’s attention to detail, committed work ethic, and cheerful disposition to keep things functioning smoothly.

Natasha lives in Arlington, TX and enjoys live music and attending her sons’ sporting events.

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