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Creating a Succession Plan

Your business is your life's work. So ensure that it succeeds you exactly the way you want. Whether you're passing your business on to the next generation in the family, selling to a new owner or using it for retirement income, we can help you.

You’ve built a successful company, and you’d like to see it continue to prosper years into the future. But will your operations be in good hands years down the line? Ensure that it will be with Business Succession Planning.

Meet Our Financial Consultants

Take a minute to meet our team!

Work With Ion Investments

To have your company successfully transferred onto the next generation or owner, to lessen gift and estate taxes, or to retire with a source of income, have an Ion Investments’ Infinex Financial Consultant identify your objectives and then determine the strategy that works best for you.

We can help put your financial goals within reach by developing sound, customized strategies that match your specific needs.

We do not provide legal or tax advice. Consult your legal and/or tax advisor.

Call us today at 203.720.5378 or toll free 866.803.0111 to schedule your free, personal consultation.

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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Ion Investments is a trade name of Ion Bank. Infinex and the 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.