Our Team

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.

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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”.

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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.

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Our Services

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.

Financial Planning

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

Investments

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

Insurance

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

Estate Planning

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

Accounting

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

Consulting

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

Resources

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Useful Links

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Financial Calculators

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