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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

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Paying Off a Credit Card

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

Bi-Weekly Payments

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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5 Smart Investing Strategies

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

Investment Strategies for Retirement

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

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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

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.

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

What Our Kids Can Teach us About Saving Money

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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