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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

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

The Cycle of Investing

The Cycle of Investing

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

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.


Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Protecting Those Who Matter Most

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

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

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Cycle of Investing

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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