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Retirement Planning

It is never too early or late to start planning for retirement. Whether you just entered the workforce, or are already planning to leave it, Infinex Investments, Inc. financial advisors will help you make the best financial decisions for your retirement. With their assistance, you can:     

  • Review and start a retirement plan
  • Plan early retirement
  • Open a retirement account
  • Consolidate IRAs & retirement accounts
  • Roll over an IRA
  • Perform penalty-free IRA withdrawals

If you don’t have a retirement plan, now is the time to start one. Regardless of your financial goals and how you wish to spend your retirement, opening one or more of the following retirement accounts can help you build the wealth you need to spend retirement the way you envision it:

  • IRAs (Roth, traditional, rollover & inherited)
  • Simple IRA
  • SEP
  • 401(k)
  • Safe harbor 401(k)
  • Profit sharing
  • Defined benefit
  • Deferred-comp

We can help you develop a plan to reach your financial goals for retirement. To start planning for your retirement years, contact one of our Infinex Investments, Inc. financial advisors at (305) 631-6410 to schedule a free consultation.

Important Information

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA and SIPC CNB Wealth Management is a trade name of Continental National Bank. Infinex and Continental National Bank are not affiliated. Products and services made available through Infinex Investments, Inc. are not insured by the FDIC or any other agency of the United States, and are not deposits or obligations, nor are they guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.

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These accounts are:
  • Not FDIC Insured
  • Not Guaranteed by the Bank
  • May Lose Value
  • Not Deposits
  • Not Insured by any Federal Government Agency