Infinity Financial Services

At Infinity Financial Services, I provide a tailored, personal approach to advanced financial planning, tax mitigation, and wealth management. I specialize in helping CPAs, individuals, families, and business owners navigate complex financial decisions and secure lifelong security.

We generate value by assisting clients with the following services: * SEP IRAs, SIMPLE IRAs, and Profit Sharing arrangements * Defined Benefit Plans (including Cash Balance Pension, 412(e)(3), and Traditional DBP) * Tax-Deductible Executive Bonus Arrangements * Structured Installment Sales and Charitable Remainder Trust Strategies Our services encompass a range of financial planning options, including: * Protecting families through life insurance * Preparing for long-term care expenses * Building tax-efficient retirement income * Planning and saving for college * Growing wealth through investment strategies * Rolling over and managing retirement accounts (401(k), 403(b), and IRAs) Our primary objective is to provide clients with long-term financial security and peace of mind.

As a Financial Representative, I work closely with clients to understand their goals and design personalized strategies to protect and grow their assets. I specialize in: • Long-term care planning • Retirement planning and income strategies • 401(k) and IRA rollovers • Investment and brokerage accounts • College funding plans My approach is simple: clear advice, customized solutions, and long-term relationships built on trust.