Wealth management services are focused on getting the most out of all you’ve worked for.
Successful life and business goals begin with a plan. Discover how a partnership with the FB Wealth Management Team and Infinex can create a strategically tailored financial road map to help you achieve your goals for today, tomorrow and into retirement.
These are some of the products and services available at FB Wealth Management Services through Infinex Investments, Inc.:
- Asset Management Services
Asset Management Services
Wealth management incorporates financial planning, investment portfolio management and a number of aggregated financial services. An ongoing relationship with a financial advisor will provide you with the management you need and the level of control you want.
- Mutual Funds, Stocks and Bonds
Mutual Funds, Stocks and Bonds
Select from a variety of investment products, including mutual funds, stocks and bonds, to build a diversified portfolio and reach your goals. Our experts are available to provide you with clear, reliable help to guide your investing decisions.
- Fixed, Variable and Indexed Annuities
Fixed, Variable and Indexed Annuities
Annuities are retirement products that may be used to help you increase and protect your savings or generate a stream of income. Select from our assortment of fixed, variable and indexed annuity products.
- 401K, IRA and IRA Rollovers
401K, IRA and IRA Rollovers
401K and IRA accounts allow you to save for retirement with tax-free growth or on a tax-deferred basis. Each account has different advantages, and our experts can help you decide which investment is right for you.
- Key Person Insurance
Key Person Insurance
Protect your assets with an insurance policy that compensates a business for financial losses that would arise from the death or extended incapacity of an important member of the company. Let us guide you through the business succession and protection process.
- Life and Long Term Care Insurance
Life and Long Term Care Insurance
Life insurance can help manage the risk of financial loss by replacing income, protecting assets and playing a key role in estate planning. Long-term care insurance includes a range of nursing, social and rehab services for people who need ongoing assistance.
- Buy Sell Agreements
Buy Sell Agreements
A buy-sell agreement is a contract that provides for the future sale of your business interest or for your purchase of a co-owner's interest in the business. Protect your interests with solutions from First Bank.
- Personal and Business Retirement Plans
Personal and Business Retirement Plans
Our personal and business retirement plans can help you or your company to achieve personal and/or business goals while minimizing risk and tax liability. FB Wealth offers a full range of retirement planning tools combined with friendly and knowledgeable experts.
- Trust and Estate Services
Trust and Estate Services
Estate planning can be a complex process. Our accounts can help you streamline the process of consolidating assets, buying and selling securities, managing cash flow to cover expenses and pay taxes.
To set up a free no obligation financial consultation, or to simply fine tune your investment portfolio or retirement plan, please fill in the form on the right or contact your local branch.
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Securities and insurance products are offered through INFINEX INVESTMENTS INC., Member FINRA/SIPC. INFINEX INVESTMENTS INC. and FB Wealth Management, a division of First Bank, are affiliated entities. Investment and Insurance Products are:
NOT Bank Deposits||
HAVE NO Bank Guarantee|
NOT Insured by any Federal Government Agency||
May Go Down in Value|