Regular assessment is essential.
Our mission is built around a 3-step process:
Our holistic approach to your retirement is based on an in-depth understanding of your financial priorities. We take into account your important financial goals, such as buying a second home, as well as helping you estimate the changing variables of retirement.
We work with you to review and optimize your savings and spending rates, to help you align how much you will need in retirement.
Taking a balanced approach to investing helps manage portfolio risk. We review your portfolios on a regular basis, which can help account for economic trends, investment performance and change in goals/objectives.
Maximizing the benefits of your employer-sponsored plans, a 401(k), 403(b), or 457, and tapping into the other tax-advantaged plans such as IRAs and small business retirement plans, is one of the best ways to accumulate retirement savings. By reviewing your taxable portfolio, we help you allocate your assets most effectively.1
If you’re in good health, have longevity in your family, and live a healthy lifestyle, there’s an excellent chance that you or your spouse could live to 90 or beyond. We can help you plan for these extra special years.
Our alliances across multiple insurance companies allow us to provide solutions for both personal and commercial risk management. We offer a wide array of insurance products including life and disability, among others.
Your Private Banker may assist by reviewing your current insurance policies and recommending additional insurance solutions, if warranted.
Securities and advisory services are offered through Infinex Investments, Inc. (“Infinex”), a registered investment advisor and broker-dealer (Member FINRA / SIPC). Insurance products are offered through Infinex or by Popular Insurance Agency USA, Inc. (PIAUSA). PIAUSA is also known as PIA US Insurance Agency (PIAUS) and is a wholly owned subsidiary of Popular Bank, a NY state chartered financial institution. Infinex or its affiliates are separate entities from, and are not affiliated, with PIAUSA, PIAUS, Popular Investments, or Popular Bank. “Popular Investments” is a registered service mark, through which securities and insurance products are offered.
When registered representatives offer products and services under the Popular Investments name, they are doing so as insurance agents or registered representatives of Infinex; or insurance agents of PIAUSA. Infinex registered representatives are also employees of Popular Bank. Popular Bank and PIAUSA are not registered as a broker-dealer or an investment adviser. Products and services made available through Infinex are not insured by the 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. If applicable, please request a prospectus as it contains more complete product information — including risk, fees, and expenses — and should be read carefully before investing.
1Certain restrictions and conditions apply. Not all tax advantages may be available to you. The above is general information regarding IRAs. Specific questions on taxes, contributions, deductible qualifications and withdrawal rules, as they relate to your individual retirement accounts, should be reviewed with your professional tax advisor.