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Plan with the experts you know.

Planning for Retirement

The rules of retirement planning have changed dramatically over the past few years:

  • Most of us can no longer rely on a pension plan to sustain us through retirement
  • Many have to wait longer to begin collecting Social Security benefits
  • We have longer life expectancy

And the strategies have become more varied:

  • Taxable versus tax-free investments
  • Products that offer a guaranteed income for life1
  • Professionally managed account versus owning a few mutual funds
  • Is the purchase of an annuity the right choice for you
  • Traditional IRA versus ROTH IRA Which is better
  • Rollover IRA for your 401(K) or pension plan

Whether you are planning for retirement in the distant future, getting ready to retire in the next few years, or already retired, Infinex Financial Group2 located at Watertown Savings Bank can examine the financial issues that pertain to you and help find ways to save on taxes, manage investments risk and protect your assets.

In today's economy, the biggest concern most people have about their financial future is outliving their money or not saving enough. We will work with you to plan effective money management strategies for secure lifetime income.

By leveraging Infinex's wide range of knowledge about investment products and strategies, WSB customers have access to expertise more commonly associated with the big banks and investment firms. As an unbiased and objective resource, you can be assured our recommendations are only influenced by the products and programs that are best for meeting your particular goals. Our commitment to provide quality advice, research and service is evident in each recommendation we provide and every plan we prepare.

Call Sandy Penchansky at 617-928-2349 for an appointment, or email him:

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 All guarantees are by the issuing insurance company and are subject to the claims-paying ability of the insurance company.
2 Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. 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.

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