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
