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.

 

Estate Plan Features:

  • Ensure your assets are handled as you intended
  • 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.

 

For more information on Estate Planning, contact one of our Infinex Financial Advisors, call Fairfield County Financial Services at (203) 431-7530 or toll-free at 1-800-776-6518, ext. 7530.

 

We do not provide legal advice, and investors should consult their attorney for their particular situation.

Investment and insurance products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Fairfield County Financial Services is a trade name of Fairfield County Bank. 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.