Retirement Planning

Retirement Planning

Laying the Groundwork for Your Retirement Future

How do you envision your retirement? We can help make that vision into a reality. We will help you identify your specific retirement goals, then develop a plan and strategy  to achieve those goals. 

Our Focus

  • Prioritize your retirement objectives
  • Determine your income needs
  • Identify issues and opportunities
  • Recognize and manage retirement risks
  • Identify potential strategies for addressing gaps
  • Implement a retirement income strategy
  • Monitor and update your plan
Retirement Planning Image

Get Started / Questions?

Learn more about a Self-Directed IRA and other ways we can assist you.  Contact the Financial Consultant in your area.

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you!

Gene Todd
Contact Gene  

Theresa Probert
Contact Theresa  

Other Registered States
Gene Todd
Contact Me

Existing Account Support
Sarah Roberts
Contact Sarah

* Investment and insurance products are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. First Bank Wealth Management is a trade name of First Bank. Infinex and First Bank are not affiliated. Infinex does insurance business in California as Infinex Insurance Agency, CA Agency License #0H30186. Products and investment advisory 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 any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Infinex does not offer tax advice. Consult your tax advisor for more details.