"What to Do with a Windfall" provides guidance for handling a financial windfall. The ebook suggests taking a deep breath before making any decisions and seeking help from a financial professional to ensure funds are allocated wisely.
Our principal, David D'Agostino has been a Financial Advisor since 1994. He specializes in creating financial plans that make sense, are easy to understand and are cost effective. Always with a client's best interest in mind, we help individuals and businesses with:
Fee based Wealth Management
401k)s and other retirement plans
Individual and Group Life, Health and Disability Insurance
Mutual Funds and Exchange Traded Funds,
Corporate and Muncipal Bonds
Fixed and Variable Annuities
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."
Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.
Financial markets can change in the blink of an eye. But, with the advisors at Infinity Financial Group, you can rest assured that your personalized wealth management strategy will be ready to adapt at subatomic speeds.
With decades of experience and a passion for seeing our clients succeed, we employ a general three-part structure to investing.
We start by organizing your financial life. Once we have an understanding of your risk tolerance, we incorporate the current financial landscape into your roadmap. Finally, we make sure to continually monitor your progress as you work toward your goals.
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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly.