Reach Your Retirement Goals
Request your FREE copy of our Retirement Income Checklist by clicking the button below to learn how to create the retirement income you're looking for.
Customized Roadmap
Everything we do is customized specifically for your retirement goals and needs.
Reliable Income
Learn how to use proven strategies for creating consistent, reliable retirement income.
Peace of Mind
Have peace of mind knowing that your retirement income is secure and consistent.
About Infinite Asset Advisors
Retirement Planning For Current and Future Retirees
Our mission is to help current and future retirees achieve the retirement they want by using proven strategies and asset classes for creating consistent, reliable retirement income.
Our Service
Helping You Reach Your Retirement Goals
The different parts of a concrete retirement plan:
Income Creation
Utilize different types of assets and opportunities to create the income you need.
Budgeting
Putting a budget together based on income, expenses, and lifestyle is crucial.
Portfolio Diversification
Growth strategies at 30 may no longer be best when you reach retirement age.
Long-Term Care & Healthcare
Plan for health insurance coverage, including Medicare, as well as long-term care.
Social Security
Maximizing Social Security benefits can significantly enhance your retirement income.
Estate Planning
Having your affairs in order brings an incredible peace of mind.
Why Choose Us
Live Your Retirement On Your Terms
We work long and hard to create the future that WE want for ourselves and our loved ones. Why not use the best tools, resources, assets available to ensure that we do?
Personalized Roadmap
We help each one of our clients create the best plan possible for their specific retirement goals and needs.
One-On-One Service
Each client of ours is assigned their own dedicated, licensed, professional agent/advisor at no cost.
Superior Client Support
We provide ongoing support for every client to answer questions, conduct portfolio reviews, and more.
Our Retirement Planning Process
How it works
First Step
Second Step
Third Step
Custom Plan
We put a Retirement Income Plan together that provides a roadmap of the best way to reach your specific retirement goals.
Consultation
One of our team members breaks down your custom plan with you and goes over multiple options so you can see what works for you.
Decision
Once you have the information, you make a decision about how to proceed. You are in 100% control of the process.
Secure Your Retirement Income
Click the button below to start with your FREE copy of our Retirement Income Checklist
FAQ
Frequently Asked Questions.
Get answers to some frequently asked questions about retirement planning.
What is the difference between a traditional and a Roth IRA?
Traditional IRAs offer tax-deferred contributions, meaning you pay taxes when you withdraw the funds. Roth IRAs, on the other hand, involve after-tax contributions, and qualified withdrawals are tax-free. The choice between the two depends on your current and future tax situation.
How should I invest my retirement savings?
The investment strategy for retirement savings should align with your risk tolerance, time horizon, and financial goals. Diversification, asset allocation, and periodic review are key components of a well-rounded retirement investment plan.
What are the potential sources of retirement income besides savings?
Besides personal savings, other potential sources of retirement income include Social Security benefits, pensions, annuities, and real estate. Understanding and optimizing these income sources is crucial for a comprehensive retirement plan.
What are the different types of retirement accounts available?
Common retirement accounts include Individual Retirement Accounts (IRAs), 401(k) plans, Roth IRAs, and Simplified Employee Pension (SEP) IRAs. Each has its own rules and benefits, so it's essential to choose the right one based on your situation.
Should I pay off debt before saving for retirement?
It depends on the type and amount of debt. High-interest debt, such as credit card debt, should generally be prioritized for repayment. However, it's often recommended to strike a balance between debt repayment and retirement savings, seeking professional advice to determine the best approach.