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Business Retirement Planning



Be the CEO of your retirement...

When you run your own business, you are the boss. That means that not only are you in charge of your own retirement, but possibly others individuals as well. It's a big responsibility. A responsibility we take seriously.

We will take the time to understand you, your business, your employees and your goals for retirement.

We commit to partner with you from start to finish by offering exceptional ongoing support and education.

We can help you and your business with

  • Individual Retirement Plans (IRAs)—Traditional and Roth
  • Simplified Employee Pensions (SEPs)
  • Savings Incentive Match Plans for Employees (SIMPLE)
  • 401(k)—Individual & group plans
  • Profit-sharing / money-purchase plans
  • 403(b) plans
  • Rollover and beneficiary IRAs

Use the following links for additional information:

What Are My Options?

Your Retirement and Your Buisness


David Anderson

Phone: 812.715.1007

Important Information:

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC., Member FINRA to EnrollOpens a New Window. / SIPC to EnrollOpens a New Window.. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by 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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck