The success of your business is the result of your passion, planning and hard work. Have you taken the necessary steps to control and protect its future One day, someone else may either own or run your business. The steps you take today can lead to a legacy for your loved ones or a secure retirement for yourself. Below are planning strategies that help address common concerns of business owners:
- Family Succession Planning
- Business Continuation Planning
- Estate Planning
- Retirement Planning
- 401(k) plans
- Simple IRAs
- SEP IRAs
Through Infinex Financial Group1, located at Watertown Savings Bank, you have access to the major providers for 401(k)s as well as the most prominent and highly rated insurance companies.
Call 617-928-2349 for an appointment, or email firstname.lastname@example.org.
IMPORTANT: E-mail is generally not a secure form of communication. Please do not include account number or social security information in this correspondence.
1 Investment products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. 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.