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Annuity Planning

Your investments can pay out over time.

Annuities can be a useful tool in managing your income in retirement. There are a variety of annuity options available, but in the most basic sense, an annuity is a financial product used to help provide cash flow during your retirement years. Do annuities make sense as part of your retirement strategy? The Investment Executives at Infinex Financial Group, located at BankFive, can help you find the answer by taking time to consider your current situation and listen to your goals. With your feedback, we can create a plan directed by objective reasoning using highly respected research firms and based on high-quality annuity options. And after creating your portfolio, our monitoring helps to meet changing needs and new circumstances.
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Annuity Planning options include:

  • Fixed Annuities with fixed rates of return, and guaranteed* payouts
  • Variable Annuities with the potential for higher rates of return based on performance
  • Indexed Annuities with yields based on a specified equity-based index
  • Immediate Annuities with payouts that start almost immediately and can provide stable lifetime income
Contact us today to discuss our Annuity Planning services and find the right investment solution for you and your family.

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John Pigeon, Investment Executive

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Antonio Esteves, Investment Executive

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Infinex Disclosure

Investment and Insurance Products 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. Always read the prospectus carefully prior to investing.

*All guarantees are by the issuing insurance company and are subject to the claims paying ability of the insurance company.

Planning Resources
Access helpful savings resources, and learn more about planning for college and retirement.