At Infinity Financial Services Group, we believe financial planning is an ongoing relationship—not just a one-time event. Our process is designed to help you feel informed and confident at every stage of your financial journey.

 

1. Initial Contact & Discovery

We begin with a conversation to understand your financial needs and determine if we’re the right fit. This is an opportunity to learn more about your goals and how we can assist you.

2. Information Gathering

Once we decide to move forward, we collect relevant financial details to create a comprehensive view of your situation.

3. Defining Your Goals

We work with you to clarify your short-term and long-term financial objectives, ensuring your plan is tailored to what matters most to you.

4. Developing a Financial Strategy

Using the information gathered, we design a customized strategy aligned with your retirement, wealth management, and estate planning needs.

5. Review & Adjustments

Before implementing any recommendations, we review the plan together, making adjustments as needed to ensure you’re comfortable with the approach.

6. Implementation

Once finalized, we put your financial strategy into action, working alongside you every step of the way.

7. Ongoing Monitoring & Communication

Financial planning is not a one-time event. We continuously monitor your plan, adjusting as necessary based on market conditions, life changes, or new financial goals.

8. Dedicated Client Support

We are committed to building long-term relationships, providing ongoing guidance, and ensuring you have the resources needed to make informed decisions.

 

Ready to get started? Schedule a consultation today.

 

Infinity Financial Solutions Group

1011 US 22 W Ste. 104 Bridgewater, NJ  08807 | (833) PLAN4U2

 
 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Securities and Advisory Services offered through GWN Securities Inc., a Registered Investment Advisor. Member FINRA/SIPC. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Infinity Financial Solutions Group and GWN Securities, Inc. are separate companies.

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