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Financial Planning

For clients who need help in planning their financial future, we offer access to customized financial planning services. The financial planning modules of Infinex Investments, Inc. can be tailored to your overall financial objectives to meet a specific goal, such as funding your child's education. We also provide our customers with access to several leading trust service providers and can assist our clients in all facets of their estate planning needs and objectives.

Accomplishing your goals for your future begins with the informed decisions you make today. Fairfield County Financial Services can offer you access to these comprehensive financial planning services: 

Retirement Planning
Our changing social and financial world has transformed our work life. Dual incomes, more frequent job changes and company contribution plans all present challenges for a secure retirement. Never before has the value of a well-planned and diversified retirement portfolio been so evident. By applying a long-term focus to your financial strategy, you can ensure the quality of your retirement lifestyle.

A Certified Financial Planner can create a customized independent, fee-based financial plan for your future, factoring in your risk tolerance, resources and current asset allocation and tax liability. This plan will leverage your current and future assets to realize your financial goals.

Estate Planning
A solid estate plan can preserve and protect the financial security you’ve worked so hard to achieve for your family and loved ones. As a cornerstone of your overall financial strategy, your estate plan will ensure your assets are handled as you intended and will relieve the burden on those you leave behind. A Certified Financial Planner can work in partnership with your legal and tax advisors to develop a comprehensive estate plan that considers your financial situation and goals. 

Education Planning
Providing for your child’s future is increasingly challenging as higher education costs continue to rise. There are smart education savings and investing solutions available including tax-advantaged plans.  A Certified Financial Planner can recommend options and help you select the best college funding program for your needs.

For more information or to schedule an appointment, call Fairfield County Financial Services at (203) 431-7530 or toll-free at 1-800-776-6518, ext. 7530.

Investment and insurance products 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 a bank or bank affiliate.  These products are subject to investment risk, including the possible loss of value.

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