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200 Clinton Avenue
Huntsville , AL 35801

Infinity Tax & Financial

256-527-4214

 
Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List

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.

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

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

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

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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A New Way to Look at Your Bucket List

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Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

How Will Working Affect Social Security Benefits?

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Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

How to Make the Tax Code Work for You

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How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

The Anatomy of a Supplemental Health Plan

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Mortgage Terms

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

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Compound Interest Works

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

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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Investment Strategies for Retirement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

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

5 Smart Investing Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Surprises

Making the most of surprises is a great reason to work with us.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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