Catherine Reid's Colleagues at Infinity Wealth Management, Inc.
Catherine Reid's Contact Details
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Candler, North Carolina, United States
Infinity Wealth Management, Inc.
Catherine Reid's Company Details
Infinity Wealth Management specializes in comprehensive wealth management for family oriented professionals and retirees. For more than 15 years we have been doing wealth management with an emphasis on tax efficient distribution planning. This focus gives families more income now and for tomorrow. Infinity is a member of the Chamber of Commerce and the Better Business Bureau.Infinity also provides tax preparation and strategy services to the community for individuals and small businesses with a team of skilled and certified public accountants. Throughout the year, we work with you to offer planning strategies that consider your entire tax and investment picture. Additionally, our wealth management clients are taken through a seven step tax reduction process called the Tax Management Journey℠. Infinity holds educational Lunch 'N Learns available to the community on various topics including Social Security, investments, tax mitigation, long term care options, annuities, Income planning, estate planning, and IRA distribution planning and maximization.