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Planning for retirement, putting together a savings plan for your children's college education or just looking for better options to make your money work harder for you, FNBI Investment Services can help create a solution to meet your long-term goals, at a level of risk you're comfortable with. |
Establishing Your Goals
Your FNBI Investment Services Executive will consult with you to gain a clear understanding of what you are looking to accomplish, your tolerance for risk, and what your current tax situation looks like. Together we will also look at how we can integrate any existing financial plans, social security or other programs you already have into your investments.
Putting Your Plan Together
Working closely with your FNBI Investment Services Executive, you will be presented with various financial options to best meet your current needs, anticipate any future requirements, and fit into your lifestyle.
Implementing Your Plan
After determining how your new investment plan will fit within your existing portfolio and how it will impact your long term financial plan, we will begin to implement your plan. Using our access to highly respected research firms, we help you select the right investment vehicle or mix of products that will maximize the benefits of your plan. The plan could include all or some of the following investment opportunities;
- Mutual Funds-Over 4,000 different funds to choose from
- Tax Deferred Annuities-Choose from fixed and variable. All dividends, interest and capital gains can continue to grow tax-free until the money is withdrawn.
- Stocks-Select from all stocks listed on the New York, American, OTC and foreign exchanges.
- Bonds-Choose from tax-free municipal, U.S., foreign government and corporate.
- Life Insurance
- Long Term Care Insurance
Investment and insurance products and services are offered through Infinex Investments, Inc., Member FINRA /SIPC . In Massachusetts, insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. 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.
