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Infinity Financial Partners

(804) 421-2367

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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, unbiased advice, and a focus on listening, we can help you develop lifelong goals and implement the strategies necessary to achieve 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 solutions to meet 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, long-term care coverage, as well as health and disability policies when appropriate.

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Helpful Content

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

 

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Investment Strategies for Retirement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

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

Tax Management Strategies

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Women and Retirement

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

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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