Broker Check

FINANCIAL PLANNING

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.

Learn more

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

Learn more

INVESTMENT MANAGEMENT

You've worked hard for your investments, and now it's time to make sure they're truly working for you.

Learn more

TAX PREPARATION

When you're dreading doing your taxes, you might be able to benefit from the help of an Infinity Tax and Financial professional.

Learn more

Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.