Why Our Services Are Different
In the traditional way of doing business, one would have a tax professional, investment advisor, insurance agent, and estate planner all in different locations. Most of the time, the advice that one professional gives impact the advice of the other professionals, but rarely do these professionals ever talk with each other.
At our office, we have access to bookkeepers, tax preparers, accountants, financial planners, investment managers, insurance agents, and estate planning advisors. Our clients receive advice from various professionals, working together, at one location.
The Infinity Financial Process
We believe in a well rounded approach to your overall financial health. Our goal is to help you Protect, Grow, Use, & Bestow your assets. The Infinity Financial Process is formulated to act as a road map for your life journey. From yearly tax preparation to investment advice to retirement income and legacy planning, we guide you along the way.
Some people think that financial planning is only for the wealthy, but at Infinity Tax & Financial Planning, we believe that everyone can benefit from our financial planning services.
LIFE & LONG TERM CARE INSURANCE
With the right coverage, you can be happy knowing that your loved ones will be able to live out their dreams, no matter what the future holds
You've worked hard for your investments, and now it's time to make sure they're truly working for you.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This worksheet can help you estimate the costs of a four-year college program.
A look inside the U.S. government's statistics on household net worth.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, cracking the code on bonds.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It's easy to let investments accumulate like old receipts in a junk drawer.