Retirement Planning

No matter how old you are, planning for your retirement is an important process. There are so many investment choices that it may be difficult to determine where to begin.

That is why UniVest Financial Services, offering securities through Infinex Investments, Inc., is a great starting point to get you on track to plan for your future financial security. UniVest Financial Services will look at your situation and ask relevant questions to fully understand what your goals are, your tolerance to risk and other relevant factors to help you create the best retirement program. We will also explain and define all of the investment opportunities available so you can make an informed decision.

Your retirement plan could include all or some of the following investment opportunities:

  • IRAs
  • SEP IRAs
  • SIMPLE IRAs
  • 401K Plans
  • Mutual Funds
  • Tax Deferred Annuities
  • Stocks and Bonds
  • Life Insurance
  • Long Term Healthcare
  • Trust Services
To find out more about retirement planning, please contact our Certified Financial Planner (CFP®):
John V. Lyons, Infinex Investment Executive, 508-849-4242, or Email.

Important Information

This website is for informational purposes and nothing on this website constitutes an offer to purchase or sell securities.

For more information about a particular non-deposit investment product, ask for a prospectus. Please read it carefully prior to investing.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.  UniVest Financial Services is a trade name of UniBank. Infinex and UniBank 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.

 

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