Retirement Planning

Retirement planningWhether you’re just starting to save for retirement or accumulating assets or preserving the assets you have accumulated, you should make sure your retirement plan is on track to meet all of our goals.

Professional Advice:
Our representative will provide the guidance you need to plan the retirement you have been working for. You can meet our Infinex Investment Executive in any registered location to help you with:

  • Determining your investment objectives and risk tolerances
  • Recommend a portfolio for your investments needs and time frame
  • Evaluate your current retirement plan to make sure you are still on track
Financial Consultant

It is important that our customers understand that products and services made available through Infinex Financial Group

  • Are not a deposit
  • Are not FDIC-Insured
  • Are not insured by any federal government agency
  • Are not guaranteed by the bank
  • May go down in value

Any questions about this should be taken up with an Infinex Representative or any bank officer.

Important Information About Procedures for Opening a New Account

To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for you name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

Investment and Insurance Products are offered through Infinex Investments, Inc., Member FINRA/SIPC