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