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Prepare for the road ahead

Retirement Planning



Plan for the retirement you deserve...



You have a vision of what your retirement may look like but, if you're like many people, you may be unsure of what it might take to make your vision a reality.

It's easy to get distracted and push off these important questions like How much money will I need when I retire? Am I saving enough? Should I invest in riskier plans?

Let us help ease your mind. When you sit down with us, we'll take the time to get to know you and understand your situation. Then we will work together to develop a financial plan tailored to your specific needs and wants. 

We can help you with a wide variety of retirement options, including

  • 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 further information:

Cost of Retirement

How Much Do I Need to Save?

Tax Strategies for Retirement

Understanding Social Security and Medicare

David Anderson
Phone: 812.715.1007

Important Information:
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 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