We specialize in helping our clients manage their financial lives with an eye on reducing or eliminating taxes, creating retirement income to last a lifetime and protecting the legacy of wealth for generations to come. A family owned and operated business, among our services we offer accounting, tax , organizational management and bookkeeping as well as insurance and investment planning. Let our family help yours!
Has your current financial advisor asked to review your tax return? Has your tax preparer offered long term tax planning? Has your accountant offered long range business planning? If the answer is no, we can help.
Starting with reviewing your tax situation, whether we prepare your taxes or not, our process is designed to offer a road map to long term success. We will thoroughly review your situation and help implement a customized approach to your financial life.
Our partners in business and life, Penny and David D’Agostino team up to help our clients plan for the future. Penny brings twenty plus years of accounting and tax experience while David has nineteen plus years as a financial advisor.
Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.
Financial markets can change in the blink of an eye. But, with the advisors at Infinity Financial Group, you can rest assured that your personalized wealth management strategy will be ready to adapt at subatomic speeds.
With decades of experience and a passion for seeing our clients succeed, we employ a general three-part structure to investing.
We start by organizing your financial life. Once we have an understanding of your risk tolerance, we incorporate the current financial landscape into your roadmap. Finally, we make sure to continually monitor your progress as you work toward your goals.