Infinity Financial Partners

(804) 421-2367

Design Your Future Stay Engaged The IFP Team Fiduciary Responsibility

Sustainable living today, planning for tomorrow.

Infinity Financial Partners is a collaborative firm of independent advisors focusing on customized, goals-based financial planning and disciplined investment management for individuals, families, and small businesses.  With a comprehensive approach, objective advice, and a focus on listening, we can help you develop lifelong goals and implement the strategies necessary to pursue them.


Investment Management

Developing customized strategies to align your savings and investments with your long-term goals.  As an independent firm, we can access a wide range of investment strategies to address your needs.

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Retirement Planning

Taking investment planning a step further, we can look at your goals in the scope of a full financial plan, covering saving and spending goals, Social Security and Medicare planning, pension maximization, and the pursuit of any retirement or "second-career" goals you may have!

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Insurance Protection

As part of a larger financial plan, we can discuss and include strategies involving life insurance and long-term care coverage when appropriate.

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Helpful Content

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

 

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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