Retirement Financial Planning

Happy senior couple having fun on new convertible car

Planning for a comfortable retirement is about more than just saving money. You need the help of an advisor you can trust to offer valuable insight, sound recommendations, and a detailed financial plan. Turn to a seasoned Infinity Tax & Financial Planning retirement planner today!

PLAN NOW FOR FINANCIAL SECURITY IN THE FUTURE

At Infinity Tax & Financial Planning, retirement planning is our specialty. In developing your financial plan, we'll work closely with you to ensure that we thoroughly understand your lifestyle goals and financial objectives, both short-term and long-term. Our highly experienced professionals believe in providing realistic, personalized solutions for each our clients. Whatever your goals for retirement, we'll work our hardest to help you reach them. And no matter your financial situation, you can rest assured that when you come to us, you'll get the attention and respect you deserve.

Let the professionals at Infinity Tax & Financial Planning help you plan for a comfortable retirement. Call us in today to schedule your free consultation.

  • Tax Advantaged Income Strategies
  • Social Security Planning
  • Long Term Care Planning

Social Security Assessments

WHAT A SOCIAL SECURITY ASSESSMENT COULD DO FOR YOU

Did you know that Social Security is a major source of income for 70% of retired Americans? On average, Americans receive around $625,000 from Social Security in retirement income.

Here at Infinity Tax & Financial Planning, through a preliminary analysis of your Social Security Benefits, we can help ensure that you maximize your social security benefits.

How is this possible? What most people don’t realize is that there is a myriad of options for when and how you can elect Social Security. The difference between a good decision and a not-so-good decision can leave $100,000 or more on the table. Unfortunately, the calculations required to make an optimal choice are too complex to do without sophisticated software, leaving the employees at the Social Security Administration unable to give you advice about your options. So, the reality is many people get this decision wrong because they lack the data for all possible options.

We at Infinity Tax and Financial Planning have a tool that can help you get it right.
Your Social Security Timing report would look at your unique situation, analyze thousands of possible election options, and give recommendations for how you can maximize your Social Security benefits and retirement income.

When and how you elect Social Security may be the most important decision you make about your retirement, and we are committed to helping you get this decision right.
This month we are offering free assessments. Contact us to register for yours today!