For many people, the words “financial planning” suggest a complex, time-consuming trip into the unknown. At Infinity, we want you to think of financial planning more like the yellow brick road. We help you build and follow a path to the future you’ve always wanted...one step at a time, with dedicated guidance, no matter the direction life takes you.
This financial journey is all about YOU. We begin by getting a 360° view of your financial life through an open and honest exchange. By discovering your goals and aspirations, we can create a personal roadmap that helps you reach them. And we back it up with advanced online tools to help you take control of your finances. If you’re a small business owner looking for advice and planning services, we can customize a plan to address your special concerns.
Elevate Plan Services
Elevate is our financial planning solution that offers you a powerful mix of electronic intelligence and insight from experienced advisors. Choose from five planning packages and pay for services securely online. Not sure what plan to choose? We’ve got a tool to help you define your priorities. Find out more about Elevate .>>
The Planning Process
When you become an Infinity client, you’ll meet with an advisor and begin a very comfortable process to develop and maintain a solid plan. See how our process works.>>
Your Financial Team
Your financial life is made up of many aspects that are related to one another. We offer specific planning services to help coordinate with tax, legal, and other professionals on your “financial team.”