Retirement Planning

Plan for the retirement you envision

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You have a vision of what your retirement may look like but, if you’re like many people, you may be unsure of what it might take to make your vision a reality. It’s easy to get sidelined by questions like: How much money will I need when I retire? Am I saving enough? Should I invest in riskier plans?

Let us help ease your mind. When you sit down with our financial advisor, we’ll take the time to get to know you—your goals, your life—and then work with you to develop a retirement plan tailored to help you reach those goals for your future.

We can help you with a wide variety of retirement options, including

  • 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 Financial Advisor, 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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