Planning for the Future
Serving the Kiski Valley, we know you and your unique, often changing needs. We can also help you plan for a comfortable retirement. Visit our Financial Advisor at Apollo Trust. We can discuss your needs and goals and help you prepare a strategy.
Using a mix of products through Infinex Investments, Inc., we can help you save for retirement and maximize your savings today. We can also explain how your retirement plan will integrate into your existing portfolio and its impact on other long-term financial plans.
Diversify with an IRA
Individual Retirement Accounts (IRAs) are a specific savings plan that allow you to enjoy tax- deferred earnings on contributions today, and in some cases, a tax-deduction. (Please consult your tax advisor.) IRAs are also an excellent savings tool to help you build funds for retirement.
- Traditional IRAs
- Self-Directed IRAs
- Roth IRAs
- IRA Rollovers
Life Insurance & Annuities
As part of your plan, it’s important to consider appropriate life insurance coverage to protect your loved ones. Long-term annuities are also available to help build your wealth and plan for the future.
- Life Insurance – Traditional, Variable, or Universal plans
- Tax-Deferred Annuities – choose from fixed or variable
Apollo Trust invites you to learn more.
Lisa R. Ferguson, Financial Advisor
Infinex Located at Apollo Trust
Disclosure Information — Important — Please Review
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. 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. NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.