Our Holistic Services
Solutions for today’s priorities and tomorrow’s possibilities
It’s Time to Align Your Finances
With the Life You Want
You’ve worked hard to get here.
Now it’s time to put your money to work with expert guidance and a flexible plan that gives you options.
You’re looking to:
- Grow your wealth and protect it for future generations
- Explore your options—from big trips to taking time off
- Use what you’ve accumulated to fund the life you want
We have the answers to your top questions – and the questions you didn’t even know to ask
We start by getting to know you—your goals, your lifestyle, and what truly matters to you. Then we help you explore what’s possible with the money you’ve worked hard to save.
You might have more options than you realize.
From there, we keep an eye on your full financial picture, making adjustments as life changes and finding the most effective ways to use your money to help you live your best life.
Here’s What You Get
A Comprehensive Financial Picture
Comprehensive planning brings all the pieces of your financial life into one clear, flexible plan that’s right for you.
We’ll manage all the details behind the scenes, including your:
- Investment portfolio
- Retirement plan
- Annual tax plan and preparation of your tax return
- Estate and legacy plan
You can rely on us to handle the details, make adjustments when needed, and keep everything on track throughout the year.
How this helps:
- Eliminate the stress of managing multiple accounts across different platforms
- Reduce uncertainties with a clear path that paves the way to financial confidence
- Save time and reduce stress by letting us handle the day-to-day portfolio management, which will be aligned with your financial and tax plan.
- Make smarter financial decisions with clear guidance and ongoing education
Service fees:
Initial $1000 fee to begin the process.
Ongoing planning fees are $500* per month.
Portfolio management fees start at 1% and decrease as your portfolio value increases.
*The monthly fee will increase at a rate of 3% on each anniversary of our engagement.
Is This the Approach For You?
Wherever you are in your journey, we have the knowledge and tools to help you take the next step
Preparing For a
Work-Optional Life
Curious About a
Career Shift
Navigating Your Entrepreneurial Journey
Ready to See What’s Possible?
We’re here to provide the education and guidance you
need to feel confident about your money.
Start the process of building your Infinity Financial Roadmap with us.