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Business Retirement Planning

Be the boss of your retirement

When you run your own business, you’re the boss. And that means that not only are you in charge of your own retirement, but possibly others’ as well. It’s a big responsibility—but luckily, your Infinex advisor can help.

We’ll take the time to understand you, your business, your employees and your goals for retirement.

We can help you and your business with

  • Individual Retirement Plans (IRAs)—Traditional and Roth
  • Simplified Employee Pensions (SEPs)
  • Savings Incentive Match Plans for Employees (SIMPLE)
  • 401(k)—Individual & Group Plans
  • Profit Sharing / Money Purchase Plans
  • 403(b) Plans
  • Rollover and Beneficiary IRAs

Make an appoinment with Whitaker-Myers Wealth Managers


Important Information:

Investment and insurance products and services are offered through Whitaker-Myers Wealth Managers, Ltd., an investment adviser registered with the Securities and Exchange Commission.  Whitaker-Myers Wealth Managers and the bank are not affiliated. Products and services made available through Whitaker-Myers Wealth Managers are not insured by 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.

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