Business Retirement Planning

Be the boss of your retirement

When you run your own business, you’re the boss. And that means that not only are you in charge of your own retirement, but possibly others’ as well. It’s a big responsibility—but luckily, your Infinex advisor can help.

We’ll take the time to understand you, your business, your employees and your goals for retirement.

We can help you and your business with

  • Individual Retirement Plans (IRAs)—Traditional and Roth
  • Simplified Employee Pensions (SEPs)
  • Savings Incentive Match Plans for Employees (SIMPLE)
  • 401(k)—Individual & Group Plans
  • Profit Sharing / Money Purchase Plans
  • 403(b) Plans
  • Rollover and Beneficiary IRAs

Call Brenda Greegor, our Infinex Investment Executive, or the branch nearest you to set up a free consultation.

Brenda L. Greegor
Phone: 330.262.5178
Email

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Important Information:

Investment and insurance products and services 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 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.

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