Our Wealth Management Services

The financial advisors at Infinity Wealth Management are here to provide individuals, families and organizations with a reliable place to go for effective, logical, meaningful advice that will help them accomplish their accumulation, protection and wealth transfer goals, whether basic or complex. We take pride in long-term relationships built with our clients and we look forward to assisting many others along the path to financial success!

Our greatest desire is to truly help those we serve. We find the best solutions to fit our clients' needs and our only interest is to have your plans and portfolios meet your financial objectives.  We offer a variety of wealth management services to help you achieve your goals. Learn more about our services below.

Comprehensive Planning

We'll take a complete look at your current circumstances, including short and long term goals, family and income protection, and specific needs like retirement and college funding, in order to create a comprehensive plan with specific goals.

Comprehensive Planning Services

Investment Planning and Strategies

We will explore all aspects of your situation and provide specifically designed portfolios, using a mixture of both traditional and non-traditional asset classes, to meet your goal-specific needs.

Investment Planning and Strategies

Retirement Planning

A full analysis of your unique circumstances, current holdings, goals and dreams to determine the best way to successfully provide you with the retirement lifestyle you desire.

Retirement Planning

Insurance Services

We provide you the security and dignity you deserve by helping you make sure your family and income are secure in the event of an illness, accident or unexpected fatality.

Insurance Services

Estate Planning

We are very proficient in the strategies available to minimize, replace or possibly completely eliminate estate taxes when transferring your accumulated wealth to your heirs, but it does not end there.

Estate Planning

Business Planning and Executive Benefits

As your advisors, we help you choose your benefit and retirement options based on a detailed review of your business, your employees, your budget and your goals.

Business Planning and Executive Benefits

Tax-Exempt Planning

This area of planning can be one of the most effective paths to preserving assets. If you are looking at any event which could create a sizeable tax consequence, you should explore these strategies with a qualified advisor.

Tax-Exempt Planning

Contact us today about our wealth management services by
calling (661) 255-9555 or send us an e-mail.