Investment Services Massachusetts

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

Infinex can help!

John Pigeon and Sarah Paiva
Investment Executives

Looking at Options

You know you'll have to make some very careful decisions to assure your future will be financially secure. To make those 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

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 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 on your long term financial 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: