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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This checklist can give you a quick snapshot of how prepared you are.
Technology tips to make your next trip even better.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Women must be ready to spend, on average, more years in retirement than men.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There’s an alarming difference between perception and reality for current and future retirees.
Pundits say a lot of things about the markets. Let's see if you can keep up.