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Complete Financial Plan

  • Thorough review and analysis of your entire financial picture
  • Convenient, easy-to-use online tool to enter and monitor all of your financial accounts
  • Personalized, objective guidance by your Infinity advisor

$449

Packed with Services to Match Your Needs:

  • Net Worth Detail (Assets & Liabilities)
  • Retirement Savings - Summary & Income Goal
  • Net Worth and Retirement Readiness
  • Account Balances
  • Cash Flow Review (Income & Living Expenses)
  • Asset Allocation
  • Risk Tolerance
  • Education Planning
  • Social Security Optimization
  • Long Term Care Insurance
  • Disability Impact and Insurance Planning
  • Life Insurance Impact and Coverage Analysis
  • Stock Option Planning
Retirement Plan

Retirement Plan

  • Risk Tolerance Survey
  • Retirement Account Analysis
  • Asset Allocation Review
  • Net Worth and Retirement Readiness
  • Retirement Income Simulation
  • Account Recommendations

 

$99

 

Education Plan

Education Plan

  • Education Savings Per Child
  • College Savings Alternatives
  • Projected College Expenses
  • Current Surplus or Shortfall
  • Taxable vs. Tax-Deferred Savings

 

$99

 

Budgeting Plan

  • Aggregate Accounts and Paperwork
  • Identify Short-term and Long-term Goals
  • Review Income and Expenses
  • Emergency Fund Analysis
  • Set Annual Savings Rate

 

$99

 

Insurance Plan

Insurance Plan

  • Risk Management Summary
  • Life Insurance Coverage Analysis
  • Disability Insurance Planning
  • Long-Term Care Insurance
  • Lifestyle and Estate Protection

 

$99