Complete Financial Plan

 
Our Founders

The most valuable option is our
Comprehensive Financial Plan
for you or your business. 

$ 449.00

 For  1 year
  • 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

 

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

 
Our Founders
 

$ 99.00

 For  6 months
  • Risk Tolerance Survey
  • Retirement Account Analysis
  • Asset Allocation Review
  • Net Worth and Retirement Readiness
  • Retirement Income Simulation
  • Account Recommendations
 

Education Plan

 
Our Founders
 

$ 99.00

 For  6 months
  • Education Savings Per Child
  • College Savings Alternatives
  • Projected College Expenses
  • Current Surplus or Shortfall
  • Taxable vs. Tax-Deferred Savings
 

Budgeting Plan

 
Our Founders
 

$ 99.00

 For  6 months
  • Aggregate Accounts and Paperwork
  • Identify Short-term and Long-term Goals
  • Review Income and Expenses
  • Emergency Fund Analysis
  • Set Annual Savings Rate
 

Insurance Plan

 
Our Founders
 

$ 99.00

 For  6 months
  • Risk Management Summary
  • Life Insurance Coverage Analysis
  • Disability Insurance Planning
  • Long-Term Care Insurance
  • Lifestyle and Estate Protection
 

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