Planning for RetirementCouple walking dog on the beach 

You've probably heard or read this before:  it's never too soon to begin planning for retirement. We believe that truer words were never spoken.  Too often, we meet with folks who are nearing that point in their lives and they are worried about how they will be able to live comfortably in the coming years. We wish they had asked for help years ago. But we do try to figure out the best way forward for them. Most importantly, we treat each situation differently. We recognize that no two situations are exactly the same.

No matter how old you are or where you are in the planning stages for your retirement, one of our financial consultants can likely help. Our consultation services are provided at no charge and there is no obligation to invest in the products that the consultant might suggest.

Our Infinex consultants are fully licensed and experienced in helping individuals select the best products and/or plans for building a retirement nest egg. 


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For more information on our Financial Solutions team, visit our financial consultants page.

Ready to get started with planning your retirement? Make an Appointment

Need a financial/insurance check-up to make sure you are on track for a comfortable retirement?  Make an appointment with a consultant.

Just want to learn more about financial planning and investments? 

Get started with MoneySmart.


About our Investment Products and Services:

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.