Retirement Plans

The possibilities are endless for an enjoyable retirement. Your needs and dreams aren’t like anyone else’s. Our experienced Infinex professionals offer planning options personally suited for you. If you can dream it, we can help plan for it.

  • Self-directed Traditional and Roth IRAs
  • 401(k) and 403(b) rollovers
  • Simplified employment pension plans (SEP) and SIMPLE plans

 

If you have questions please contact Leighton Hart lhart@infinexgroup.com

 

Securities offered through INFINEX INVESTMENTS, INC., member FINRA/SIPC. Infinex and the bank are not affiliated. Insurance and securities products and services are: not a deposit, not FDIC Insured, not insured by a federal government agency, not guaranteed by the bank, and may go down in value.

TriSummit Investment Services is a trade name of TriSummit Bank.  Infinex is not affiliated with either entity.