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.
How to Make the Tax Code Work for You
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.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Try these activities to keep your brain sharp.
A letter of instruction provides additional and more personal information regarding your estate.
Here are six flags that may make your tax return prime for an IRS audit.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Military families face unique challenges, making personal finance even more critical.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here’s a crash course on saving for college.
The market is as unpredictable as the weather. We’d love to help you prepare.