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.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Knowing the rules may help you decide when to start benefits.
A change in your mindset during retirement may drive changes to your portfolio.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Here’s a guide to explain all the parts of Medicare.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Making the most of surprises is a great reason to work with us.
A special needs trust helps care for a special needs child when you’re gone.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When do you need a will? The answer is easy: Right Now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.