Wealth Management
Take action for a better retirement
It’s always the right time to plan for retirement and it’s easier when you work with the right people. Our Infinex Investments Team is focused on building strong relationships while creating a detailed roadmap to help each client achieve their personal financial goals.
We will talk through your existing and expected income streams and work with you to select a mix of investment vehicles that can maximize the benefits of your plan. As your life changes, your income stream might change, so your plan should be flexible. So, we regularly review recent life events, new goals, and changes to your income stream to ensure the plan is still meeting your needs. Plus, we’ll keep your risk tolerance top of mind.
Ready for retirement?
Find out by completing a Free Risk Analysis as a first step to developing a financial plan that is right for you.
Have you changed jobs?
If you had a 401(k), 403(b) or 457 Plan balance with your previous employer’s plan, it’s a good idea to review those investments with our Infinex Investments Team. If you can’t remember what you had, we can help you identify the investments and assets you have, and potentially consolidate them or make recommendations to help you select the appropriate option and assist you with completing the paperwork.
Investment tools for the individual
401(k) Rollover — For “abandoned” 401(k) accounts, meaning you had a 401(k) with a previous employer. The CGFS team will help you explore ways to take control of your retirement, including rolling your 401(k) into the right Individual Retirement Account.
Individual Retirement Arrangements (IRAs) — IRAs allow you to make tax-deferred investments to help provide financial security when you retire.
Traditional IRA — for individuals with taxable compensation. Annual maximum contributions are determined by your taxable compensation and may be tax deductible on your federal income tax return.
Roth IRA — qualified contributions to a Roth IRA are dependent upon your taxable compensation and your income tax filing status. Contributions are not tax deductible; however, if you meet certain conditions, withdrawals may be free from federal income tax, including contributions and investment earnings.
Tax Deferred Annuities — If you have taken full advantage of the tax benefits of a Traditional and/or ROTH IRA, tax-deferred annuities may be a good way for you to set aside additional savings to secure your financial future.
Competitive Fixed Annuity Rates — fixed annuities can offer attractive yields, tax efficiency, and liquidity, without stock market volatility. Check out our current rates! Call 860-572-4040 or email us for more details.
How Can We Help?
Call us at 860-572-4040 to work with a member of our Financial Services Team below.
Financial Services Team
Financial Advisor, Infinex Investments, Inc.; SVP, Director of Nebula Trust Financial Services
(860) 572-4041
Program Coordinator, Infinex Investments, Inc.; VP, Nebula Trust Financial Services
(860) 572-4040
Financial Advisor, Infinex Investments, Inc.; VP, Nebula Trust Financial Services
(860) 572-4039
Financial Advisor, Infinex Investments, Inc.; VP, Nebula Trust Financial Services
(860) 572-4045
Financial Advisor, Infinex Investments, Inc.; VP, Nebula Trust Financial Services
(860) 572-4046
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Nebula Trust Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the 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.
