Broker Check

Infinity Financial Group

Infinity Financial Group

Wealth Manager

407-774-4829
david@infinityaltamonte.com

Our mission is to assist people in the personalized planning of their financial lives. We seek always to make it easy for seniors to find the information they need to effectively navigate the golden years. An independent firm, Infinity Financial Group can offer clients an objective approach to financial products and services.

Our principals, David and Penny D’Agostino, are high school classmates from Long Island, New York who reconnected years later and were married. Penny had been in Florida providing Accounting, Tax and Organizational Management to small business clients. David had been in New York working in the Financial Services Field-providing investment and insurance planning for both individuals and small businesses. Having assisted both sets of parents and many relatives with retirement planning, they decided to form a partnership primarily focused on the needs of seniors and those planning for retirement. Both still continue to work with small business owners as well.

David will happily assist clients with investments, annuities, life, disability, and long term care insurance. For our seniors, we offer both medicare supplement , prescription drug and advantage plans. For our business clients, he provides 401(k) plans and other retirement saving plans, group health and other employee benefit plans.

Penny handles the accounting and tax side of the house. She provides tax preparation, accounting, bookkeeping and organizational management for individuals and businesses. Her skills excel in forensic accounting, setting up bookkeeping and QuickBooks systems from old school to the highest tech and teaching small business owners about the benefits of being an entrepreneur. She knows that most people know their jobs but very few really understand their business and Penny is quick to offer advice from accounting and marketing to tax and access programming so that business owners can work in the most efficient and economical ways possible.