Investment Services and Retirement Planning

Do you have a plan in place for your retirement? To assure your child's education? Save on taxes? Gain financial security? If not, Infinex can help!

Looking at Options

To make decisions wisely, you’ll 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, can show you all of your retirement planning and investment options. You'll have to make some very careful decisions to make sure your future will be financially secure. We will provide you with the information, projections, trends, and opportunities that will help you make those important decisions. Working with you, we’ll 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 step, 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.

Next step, we plan. Once we have a clear understanding of your specific situation and your needs, we  can work together with you to develop a realistic investment plan that meets your personal needs and  goals. As an unbiased and objective resource, 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’s best for you.

Quality of investment. Quality of service. Our commitment to provide quality investment services, retirement planning, advice, and research is in each plan we prepare.


Putting It All Together

Once we determine how your new investment plan will fit within your existing portfolio and how it will impact your long-term financial or retirement plan, we can implement the plan. Using 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

Investment Contact 

To speak with us regarding your investment options, please fill out the form below and we will contact you shortly.

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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.