Envision Bank › Investments › Business Retirement Services

Business Retirement Services

Infinex Investments, INC. located at Envision Bank

Owning a business is a balance of running the day-to-day without losing sight of what’s next. Fred understands that you care about retaining top employees, growing your business, and avoiding unnecessary taxes*.  You may also be looking for advice on business valuation and succession plans. Fred is on your side with well-reasoned advice and guidance every step of the way.

Services include

  • Tax-Sensitive Investing
  • Business Valuation
  • Business Exit Planning
  • Executive Compensation
  • Key Person Insurance
  • Employer Retirement Plan Guidance
  • Employee/401(k) Guidance
  • Second-Opinion Services

Securities and insurance offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and Envision Bank are not affiliated. 

Securities and insurance are:

  • Not insured by the FDIC, the Bank or Any Federal Government Agency
  • May go down in value, subject to investment risks, including possible loss of the principal amount invested
  • Not a deposit or other obligation of or guaranteed by Envision Bank or any Bank Affiliate

*We do not provide legal or tax advice.  Consult your legal and tax advisors.