Tax Assessment

Tax assessment is an important part of Wealth Management. Before you can make accurate financial plans, you need to be aware of your tax responsibility. We work with our customers to provide products and services that minimize the tax burden and preserve wealth, including*:

  • Tax-deferred fixed & variable annuities
  • Immediate annuities
  • 529 college savings plans
  • SEP retirement plans (and many others)
  • Variable universal life policies 

* CNB Wealth Management does not provide tax or legal advice.  If you require this information, consult your tax or legal advisor.

Important Information

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA www.finra.org and SIPC www.sipc.org. 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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