Today, people are enjoying longer, more active lives in retirement. This makes it all the more important to invest in retirement planning to support a comfortable future. Let UNA Financial Consultants help you make the most of your golden years. We help you create a custom plan that considers other sources of income — dividends, interest from investments, and more — to provide income generating options beyond Social Security and pensions. Your dedicated consultant will walk you through total return, building a floor, and enhanced total return to increase income potential during and leading into your retirement years.
Retirement Is Within Reach for U
Whether you choose an IRA, 401K, or other retirement program, Union Community Bank can help you appropriately invest. See your options:
An Individual Retirement Account (IRA) offers the combined benefits of tax savings and solid income for your retirement.
Traditional IRA >
See if a traditional IRA is the right retirement option for you.
Roth IRA >
Learn if a ROTH IRA is the best choice for your income limit.
401K Accounts >
Take full advantage of 401(k) plans offered by employers with retirement planning services offered by Union.
Small Business Retirement Options >
SEP-IRA plans let you leverage tax-advantage investments for yourself and your employees.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. UNA Financial Consultants is a trade name of Union Community Bank. Infinex and Union Community 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 any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Investment products are:
• Not a deposit
• Not FDIC Insured
• Not insured by any federal government agency
• Not guaranteed by the bank
• May go down in value