Women in Transition
Whether you are widowed, divorced, or have left your job to have children, Infiniti Wealth Management is uniquely qualified to help you protect your financial future. We will work with you to create a wealth management plan designed to reduce your taxes and retain your assets.
A client, who was retired, came to us after the loss of her spouse. Her husband had handled all of the family finances and she needed assistance setting up her own financial plan including managing both her income streams. We met with her and her son to discuss all of these matters and helped her develop and implement a plan for moving forward. Today we manage both her investment and retirement accounts.