01. About Us
Infinity Financial Group, as an independently owned firm, are able to put the client first. Our approach is to work closely with you every step of the way. Our experience gives us the unique ability to analyze your situation to find the best solutions for your financial future.
02. Our Philosophy
Our philosophy is simple, “Clients come first – no matter what”. Whether we work with Athletes, Professionals or other high-net worth families. We never vary from that simple philosophy, “Clients come first – no matter what”.
03. Our Process
A strong planning process is the best way to create a more confident financial future. It is crucial to create a plan that seeks to protect your needs now, and plans for the future, in a tax-efficient, cost conscious manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
What’s Your Risk Number?
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Our clients fall into many different categories. They are all great families needing assistance with the challenges of managing their financial lives and planning for a great future. We spend time with our clients, asking the right questions, gathering information, and planning out a course of action. This process helps us define your need in creating a personalized plan for your financial success. Our financial planning service addresses the most
At Infinity Financial Group we customize your portfolio based on several factors. Not only do we look at risk tolerance (the ability to ignore ups and downs in the stock market), but we also look at risk capacity (the need to preserve or grow a portfolio based on stage of life). A couple in their late fifties may be accustomed to the volatility in the stock market and therefore be
We offer insurance product solutions from nearly every top carrier available today. These range from traditional life, health, disability and long term care insurance to more advanced designs required in business and estate planning. Through our financial planning process, we help identify areas of risk where our clients have an insurance need. In analyzing our client's existing insurance portfolio, we are able to determine if they have enough, not enough
Without proper Estate Planning you could be needlessly subjecting your heirs to unnecessary estate tax. Current tax law allows each person to transfer up to $11,700,000* to their heirs either prior to death or at death. Amounts above $11,700,000* can be taxed at rates as high as 40%. Every one of us has an estate plan. Unfortunately, all too frequently it is the one that 'Uncle Sam' has prepared for
We recognize, like most people, our clients lead successful, busy lives. For most of them, their most precious asset is their time. As a service, we contract with an independent accountant to provide customized accounting and bill pay services, for a fee. Through our contractor, we are able to provide a full suite of services, such as bill pay, budgeting, creating profit/loss statements, identifying and categorizing expenses. An added benefit
Through years of experience, we've learned what works best for our clients. As mentioned before, we are aware of our client's other precious commodity - their time. We also offer services to help manage life needs. Many of these things may be items you don't have the time for or feel you lack expertise to handle. These services range from negotiating an automobile purchase, securing a loan or helping family
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you from becoming overwhelmed in the event that you develop a chronic illness, disability or other condition. By planning your care now, you’ll be more likely to have greater control over significant decisions and remain comfortable as you get older. Here are some ways that you can...
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can give you the best of both worlds. Here are some key things to know about ETFs before investing. ETF Basics Exchange-traded funds are baskets of securities—stocks, bonds, commodities or a...
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully thought out. Here are some things to consider when deciding whether to retire at the same time as...