We also have a High Point location:
1836 Eastchester Dr
Suite 102
High Point, NC 27265
POINT YOUR RETIREMENT PLANNING IN A NEW DIRECTION
You only have one or maybe even two chances at retiring comfortably depending on your career history. However, not aligning yourself with an organization that will assist in those delicate matters could be the difference in living the retirement life that you d
esire or having to work because you are required to work to meet your needs – not because you want to work. We design customized plans structured to provide future income for you, or if you simply want to pass appreciated assets to beneficiaries, we will create the perfect combination based on your current financial situation. Whatever your goals are we can design a plan to accommodate those desires. Our firm partners with tax specialists, investment advisor firms, and estate-planning attorneys. We can work in conjunction with your current team, or we may make recommendations for other service professionals to assist in our collaborative efforts. From the comfort of your home, you will meet with us via a phone conference or an online meeting. If you live near High Point or Mooresville, you may also visit with us in person. Once we have our initial consultation, our team will work together to provide recommendations based on your specific goals. There is no cost or obligation for this initial process. If at any time there are fees associated in this process, those fees will be fully disclosed before you decide that you wish to move forward. Infinite Wealth Advisors takes into consideration that your time is valuable. Any way that we can enhance the process so that we are making the best use of your time is what we aim to do. This is the main reason we offer online meetings. Most of our clients jet-set, and the online forum is the best and most convenient way to meet their demands of retirement. We welcome you to join our ranks.
