Meeting Special Needs

 

Taking care of the elderly


When a family member has a
disability or chronic health issue

Disability insurance


Medical insurance


Health Savings Accounts


Long Term Care


Tapping into Social Security, Medicare and Medicaid


Refinancing a mortgage


 Taking out a home equity loan 


Pre-retirement withdrawals from a 401k


Reverse mortgages


Other borrowing approaches

 
Selling Your Property

Primary residence


Investment property and vacation homes

 

Real Estate Glossary

 

Worksheets and Checklists
Costs of refinancing
Estimated Sales Proceeds
Sprucing Up

 

Downloadable Quick Guides:
Disability Insurance
Long Term Care Insurance

Have questions not addressed in these topics?  

Ask an expert at the local branch or office 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.