Retirement Income Planning
You’ve worked hard to save and plan for your retirement. Once you retire, you need to determine the best way to allocate your assets in order to generate the income you need. There are several investment options that BancorpSouth Wealth Management can assist you with in your planning.
Monitor your investment accounts online when it's convenient for you.
Our advisors bring you a varied background in investment management so that you can put your trust in us.
Feel safe knowing our best investment professionals are handling your money.
- Design an investment portfolio
- Analysis of "what-if" scenarios
- A strategy that fits your needs
Not a Deposit.
Not Insured by any Government Agency.
Not Guaranteed by the Bank.
May go Down in Value.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA and SIPC. BancorpSouth Wealth Management is a trade name of BancorpSouth Bank, a division of Cadence 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.