First Capital Investment Group

First Capital Investment Group is dedicated to providing you with access to a complete range of financial products and services. Through Infinex we can provide you with personalized comprehensive financial planning and a complete range of services to meet your unique needs.

Investment Planning

• 2012 Key Numbers
• Stocks, Bonds, Mutual Funds - Investing Basics
• Fixed and Variable Annuities - Planning with Annuities 
• Managed Fee Based Accounts
• College Savings Plans and 529 Plans - Saving for College 

   

Retirement Accounts 

• Basic Retirement Planning
• Basic Estate Planning
• Retirement Income: The Transition Into Retirement
• Roth & Traditional IRAs - IRA's
• 401(k) and 403(b) Rollovers
• Small Businesses Retirement Plans 

   

Insurance Planning

• Life Insurance, Term and Permanent - Life Insurance Basics 
• Long-Term Care Insurance and Disability Insurance - Planning for Incapacity 

Calculators

• Reaching Your Investment Goal:  Contribution Needed
• How much will I need to reach my desired retirement income?
• Life Insurance Needs Calculator  
• Savings for College Calculator
• Taxable vs. Tax-Free Bonds Calculator
• Traditional vs. Roth IRA Calculator
• IRA Eligibility Flowchart: 2011
• Saving or Investing Calculator  
• Portfolio Withdrawal Calculator

   

For additional information or to schedule an appointment, please contact Bruce McCook, Infinex Investment Executive at 804.934.4480 or at bmccook@infinexgroup.com.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. MEMBER FINRA/SIPC.  First Capital Investment Group is a trade name of the bank. Infinex and First Capital Bank are not affiliated. 

• NOT A DEPOSIT
• NOT FDIC-INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT GUARANTEED BY THE BANK
• MAY GO DOWN IN VALUE