Broker Check
Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft

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.

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

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.

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.

Helpful Content

Understanding Homeowner’s Insurance

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Paying Off a Credit Card

Paying Off a Credit Card

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

 

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Crowdfunding—Capital for the 21st Century

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

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

View all articles arrow

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Bi-Weekly Payments

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

View all calculators arrow

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

View all presentations arrow

Rightsizing for Retirement

What does your home really cost?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

View all videos arrow