Mapping out your Future

 

What you should know about debt

Assessing your situation

Making dreams come true 

Developing a savings strategy

Managing your credit and debt

Understanding different types of savings vehicles

Understanding different types of loans

Basic investment concepts

Principles of investing

 

Understanding investment options

Stocks & Bonds

Mutual funds

401ks

Cash value life insurance

Other


Worksheets & Checklists

Personal Checklist

Expense Record

Debt Calculator

Cash Flow

Costs of Refinancing

  Downloadable Quick Guide: 

Cash & Debt Management

 

Have questions not addressed in these topics?  

Ask an expert at the local branch nearest you!

 

Blackstone Farmville (downtown) South Boston
Crewe Farmville (Main St.) Halifax
Kenbridge Chase City Henderson, NC
Victoria South Hill Wake Forest, NC
Lawrenceville Clarksville Locations map

 

 

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.  Benchmark Financial Solutions is a trade name of Benchmark Community Bank.  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.