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Investment Services and Retirement Planning

How will you plan for your retirement, assure your child's education, save on taxes, and gain financial security?

Infinex can help!

Infinex Executive John Pigeon  
John L. Pigeon
Investment Executive
 

Looking at Options

You know you'll have to make some very careful decisions to assure your future will be financially secure. To make retirement planning and investment decisions wisely, you will need to understand all the financial options available and how to integrate various elements into a cohesive and results-driven plan.

Infinex Financial Group, located at BankFive, providing investment services and retirement planning in Massachusetts, can help you learn about all the options quickly and easily. We will also provide you with the information, projections, trends, and opportunities that will help you make those important decisions. Working with you, we will help put together a reasonable, low-risk plan that will provide the financial security you need.


A Simple Approach to Investment Services and Retirement Planning

First, we listen. We need to know what you want to accomplish, how long you plan to hold your investment, and your tolerance for risk. We also want to know what other financial plans you have and how we can integrate your investments and retirement planning strategies with existing pension plans, social security and other programs.

Then, we plan. Together with you. Once we have a clear understanding of your specific situation and your needs, we can begin to develop a realistic investment plan that meets your personal needs and goals. As an unbiased and objective resource, you can be assured our recommendations are not influenced by anything other than how to put all the elements of a successful investment or retirement plan together in a way that is best for you.

Quality of Investment. Quality of Service. Our commitment to provide quality investment services, retirement planning, advice, and research can be seen in each plan we prepare.


Putting It All Together

Once we have determined how your new investment plan will fit within your existing portfolio and how it will impact your long term financial or retirement plan, we begin to implement the plan. Using our access to highly respected research firms, we select the right investment vehicle or mix of products that will maximize the benefits of your plan.

The plan could include all or some of the following investment services and retirement planning opportunities:

Investment Services
• Separately Managed Accounts
• Brokerage Services (Stocks, Bonds, Mutual Funds, REITs)
• Tax Free and Tax Managed Investments
 
Retirement Planning Services
• Retirement Income Planning
• 401K Rollover Strategies
• IRA Planning (Traditional IRA, Roth IRA, SEP IRA, Simple IRA)
 
Annuity Planning
• Fixed
• Variable
• Indexed
• Immediate
 
Insurance Planning Services
• Life Insurance
• Disability Insurance
• Long Term Care Insurance
 
Business Planning Services
• Business Succession Plans
• Buy/Sell Agreements
• Deferred Compensation Plans
• Qualified Retirement Plans
• Non Qualified Retirement Plans
 

Infinex Disclosure
Investment and Insurance Products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and 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. Always read the prospectus carefully prior to investing


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