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Our Services

At Infinity Financial Partners, we provide knowledgeable assistance in the following areas:

Financial/Retirement Planning

  • Holistic Financial Planning
  • Monte Carlo Simulation
  • Tax Strategies
  • Cash Flow Projections
  • Distribution Planning
  • Insurance Analysis
  • Estate Planning Review
  • Beneficiary Review

Divorce Planning

  • Marital Balance Sheets
  • Domestic Relations Financial Affidavit
  • Cash Flow Analysis
  • Tax Impact of Asset Division
  • Asset Division Scenarios
  • Mediation

Investments

  • Institutional Money Management
  • Retirement Accounts​
    • Traditional IRA's
    • ROTH IRA's
    • Single K's
  • Stocks, Bonds, Mutual Funds
  • Annuities

Insurance

  • Life Insurance
  • Longterm Care
  • Disability
  • Home & Auto Analysis

Taxes

  • Individual
  • Corporate
  • Bookkeeping

Mortgages

  • Purchase
  • Refinance
  • Debt Consolidation

College Planning

  • 529 Plans
  • Educational Planning