Individuals Looking for
Want a quick review of your college investments? Or would you like to create a comprehensive plan for your financial future? At Infinity, you can choose the financial planning approach that works for you, at this stage in your life. Whatever triggers your decision to focus on your finances, we offer fully customizable financial planning and investment services.
Financial Planning That
Fits Your Life
We provide personalized advice to help guide your decisions about investments, insurance, debt management, tax efficiency, Social Security and retirement, education funding, and estate planning.
Your Infinity advisor will customize the planning approach according to your individual needs, goals, and comfort level.
Portfolio Management Services
You Can Trust
As part of our fee-based services, you can elect to have an advisor coordinate, manage, and monitor your portfolio of assets. You can concentrate on your daily life, confident that you’re in professional hands. We will focus on your entire financial picture, personal goals, and investment objectives to develop a customized asset management approach.
As we help you manage and grow your money, we encourage your involvement so you know where you stand. To do this, we provide meaningful advice, educate you about new opportunities, and give you 24/7 access to real-time account data. We also communicate with you in ways that you prefer – phone, email, or web conferencing.
Innovative Investor Tools
As an infinity client, you have access to powerful, advanced tools that set us apart from other investment firms:
- Finance Logix® is an online money management tool that consolidates and updates your account data, giving you a complete picture of your finances.
- Morningstar® independent research and analysis helps us analyze your current holdings, gain valuable insight, and plan for future investing.
- Web conferencing offers face-to-face contact with your Infinity advisor – anywhere and anytime. this helps us react quickly to changes in the market or your own financial situation.
Compensation Made Easy
When it comes to developing a financial plan or investing money, choose the working relationship that makes the most sense for you. At infinity financial services, we offer both fee-based and commission-based compensation arrangements, and you may choose either or both as your financial needs evolve.
- Fee-based – as a registered investment advisory firm, our independent advisorrepresen- tatives provide investment advice and portfolio management services for a predetermined fee and/or a percentage of the assets we’re managing for you.
- Commission-based – as an investment broker, we execute purchases and sales of individual securities, mutual funds, annuities, and insurance products for a commission.
- Fee-Only – we also offer financial planning services for set fees, with fiduciary responsibilities; meaning we have your best interests at heart with no conflict of interest.