Elevate Financial Plans align with the goals most of us are trying to achieve in life. Choose one or more plans, depending on your needs. Budgeting, Education, Retirement, and Insurance plans come with ongoing service and online access for six months following plan delivery. If you buy our Complete Financial Plan, those services are included for one year. When your service period ends, you have the option to receive plan reviews for $99. Clients who elect to have Infinity manage their assets will receive plan review services at no charge.

Complete Financial Plan

The most valuable option is our comprehensive financial plan for you or your business. For one all-inclusive fee, we turn over every stone and analyze all important aspects of your life.

  • We learn about you and your family, experiences, and goals, then we create a cost-effective, professional financial plan.
  • We help you map out your financial future–major life events, investments, insurance, taxes, career and business plans, education plans, trusts, retirement and estate plans–so we can maximize your opportunities.
  • Together, we enter financial data into a powerful online tool that’s yours to use securely during the year.
  • Your financial plan is personalized to your specific needs, and we’ll present recommendations in person, online, or by telephone.
  • We’ll review your financial plan anytime during the year to help keep your goals on track.

Budgeting Plan

Infinity makes it easy to manage your personal spending, saving, and investment plans to help bring you closer to your goals. We also make it simple to check your progress online.

  • We ask you to tell us about yourself, your life situation, and the goals that are most important to you.
  • We help you aggregate all of your financial accounts (assets and liabilities) and financial documents in one place.
  • You can access a current view of your finances, including expenses, income, savings, and disposable income, at any time.
  • We help you identify short- and long-term financial goals, and we create a flexible, everyday budget to help you achieve them.
  • We’ll review your progress together, and we offer coaching whenever changes are needed.

Education Plan

Infinity can help you prepare and pay for higher education expenses for yourself, your child, or multiple children. Here’s how we guide you to the best solution:

  • We assess current education savings accounts, savings rate, college choices, years until college, and the cost of in-state and out-of-state tuition and fees.
  • We set savings goals according to anticipated tuition and fees for specific colleges, and/or the average costs for private or public colleges, as well as your risk tolerance.
  • We explain and offer education savings options, including Uniform Gifts/Transfer to Minors Accounts (UGMA/UTMA) and 529 college savings plans.

Retirement Plan

Our retirement planning service helps you plan and save for a secure retirement. Here’s how we guide you to a solution that’s right for you:

  • We consider your current employer-sponsored and/or individual retirement (IRA) accounts, family status and living expenses, risk profile, taxes, income sources, and time horizon.
  • If you have a 401(k) retirement plan, we review your asset allocation to ensure it matches your risk tolerance and objectives.
  • We help you create a plan that will support your vision of the ideal retirement, including recommendations for asset allocation of retirement-related assets, your savings rate, and social security options.
  • We explain and offer retirement savings options, including IRAs, Roth IRAs, SIMPLE IRAs, SEP Plans, SARSEP Plans, and other investment vehicles.
  • We’ll revisit your plan periodically to account for changes in your financial situation.

Insurance Plan

Infinity advisors analyze your insurance and risk management needs relative to your overall financial picture.

  • We help guide you to the right types of insurance, at affordable rates, to help protect your assets, lifestyle, and estate.
  • To implement the plan, we consider any personally-owned and employee group life, group disability, and/or group long term care coverages you have.
  • We help ensure that your life, disability, and long-term care insurance coverages are sufficient to cover your risks and achieve your goals.
  • As independent insurance agents, we provide non-partisan access to a broad selection of products offered by major insurance carriers throughout the United States.
  • We can work with your property and casualty insurance providers to offer our input regarding sufficient automobile, umbrella, homeowner/renters, and personal property coverages to protect your assets.
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