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.
Business Exit Planning
Key Person Insurance
Employer Retirement Plan Guidance
*We do not provide legal or tax advice. Consult your legal and tax advisors.
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