Infinex Investments, Inc. Located at Envision Bank

Business Retirement Services

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

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

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