Insurance And Your Financial Plan
A well-constructed and periodically reviewed financial plan isn’t complete without insurance.
Why Life Insurance?
Life insurance is designed to help those that you care about the most. If you have a spouse, kids or aging parents who depend on you, life insurance is essential to help cover their needs.
In addition to life insurance for the security of your family, we have access to other insurance products through various providers to meet the financial needs of individuals and business owners. Whether you are seeking an enjoyable retirement, funds to educate children or grandchildren, life or business insurance, the preservation and transfer of your estate or ways to minimize your taxes - we can help.
Educating clients about the different insurance products available at Chelsea Groton Financial Services through Infinex Investments is a pivotal first step in establishing a well-crafted financial plan based on mutual trust. We can help you meet your financial dreams.
- Life Insurance
- Long-Term Care Insurance
- Fixed and Variable Annuities
- Buy – Sell Insurance
- Key Person Insurance
- Disability Insurance
Interested in finding out if these products could be right for you? Work with one of our experienced Infinex financial advisors. Call us today at 860-572-4040.
We do not provide tax advice. Consult your tax advisor.