Why Our Services Are Different
Traditionally, managing your financial life means juggling advice from separate professionals—a tax advisor here, an investment manager there, an insurance agent across town, and an estate planner somewhere else. Each has their own perspective, but rarely do they collaborate—often leaving you to connect the dots on your own.
At Infinity Tax & Financial Planning, we do things differently. Our team brings together experienced bookkeepers, tax preparers, accountants, financial planners, investment managers, insurance specialists, and estate planning advisors—all working together under one roof. This collaborative approach ensures that every recommendation is aligned with your unique goals and circumstances, allowing us to anticipate how one decision impacts another.
As an Infinity client, you benefit from a truly integrated planning experience—streamlined, efficient, and centered around your needs. We believe your financial success is best achieved when your entire team is in sync, charting a course for your future together.
The Infinity Financial Process
At Infinity Tax & Financial Planning, we believe true financial well-being requires a holistic, proactive approach. That’s why we’ve developed The Infinity Financial Process—a proprietary, comprehensive roadmap designed to guide you through every stage of your financial journey.
Our process is centered around four key pillars: Protect, Grow, Use, and Bestow your assets. Whether it’s annual tax preparation, investment management, retirement income planning, or legacy and estate strategies, we work alongside you at every step. Our integrated team ensures your plan is cohesive and forward-thinking, so you can feel confident about your future and empowered to live the life you’ve worked hard for.
With The Infinity Financial Process, you gain a clear, actionable strategy for today—and a trusted partner for tomorrow.
Our Team
