Life insurance is a key component to protecting your family or business from a catastrophic event. Not all life insurance policies are built the same. Infinity Financial can determine the best fit is for your family or business.
Getting ready for retirement can be stressful and you may not be sure how much money you will need. Whether you are retiring now, in several year or more than 5 years from today you will need a plan. Learn how a little time spent today will benefit throughout the years of your retirement.
Social Security Analysis
For many of us Social Security Income will be a big factor in retirement. Do you have concerns about when is the best time to start drawing your social security? Do you understand the spousal benefits if you are widowed or divorced? You are not alone, many people are not fully aware of all the differences in collecting Social Security. Let us help simplify the process and guide you to the best answer.
There have been many changes to the tax law that affect Estate Planning. It is difficult to think about the end of our lives but without preparation there can be unintended consequences. In today’s world many get divorced and remarried, wills and trusts need to be reviewed often. Whether you have a large Estate or small, please contact us and we will help.
Check out our website and division called Infinity Wealth Management Group that handles investment planning www.infinitywmg.com
Many families wonder how they are going to pay for college. Timing is key to choosing the appropriate strategy. A family that has young children will plan much different than those who kids in high school. There are also tax techniques that can be implemented even while your children are in college. Schedule an appointment and let us help.