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200 Clinton Avenue
Huntsville , AL 35801

Infinity Tax & Financial

256-527-4214

 
Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem

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

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.

FINANCIAL PLANNING

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.

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LIFE & LONG TERM CARE INSURANCE

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

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INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

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

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TAX PREPARATION

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.

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Helpful Content

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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