Infinity Financial Group

Infinity Financial Group An Independent Financial Advisory Practice helping clients in Florida, New Jersey, New York and Miss We operate with our clients' best interest at heart.

We specialize in helping our clients manage their financial lives with an eye on reducing or eliminating taxes, creating retirement income to last a lifetime and protecting the legacy of wealth for generations to come. Family owned and operated since 2004, we offer fee-based wealth management and financial planning, stocks, municipal and corporate bonds, mutual funds and exchange traded funds, RE

ITs, Fixed and Variable annuities, as well as life, disability, long term care and medciare plans. Our independence is an asset as we have no house products to sell. Come in for a complimentary consultation! Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA, , a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. Let our family help yours!

Market volatility has returned, led by weakness in technology stocks. While the headlines may feel unsettling, the broad...
07/17/2026

Market volatility has returned, led by weakness in technology stocks. While the headlines may feel unsettling, the broader market has remained more resilient, reinforcing the value of diversification and a long-term perspective.
Read the Cetera Investment Management Team's latest market commentary:

Market volatility has returned, led by weakness in technology stocks. While the headlines may feel unsettling, the broader market has remained more resilient,…

Read the latest issue of Financial Watch here:
07/16/2026

Read the latest issue of Financial Watch here:

Your emergency fund is one of the most important financial tools you have. It is what stands between an unexpected car repair and a credit card balance that…

Read the latest issue of Retire Wise here:
07/14/2026

Read the latest issue of Retire Wise here:

Inflation works quietly in the background, and over time, even a modest rise in the cost of everyday goods and services can chip away at the lifestyle you…

Earnings season begins this week, with major banks kicking off a six-week stretch of quarterly reports. Join CIO Gene Go...
07/13/2026

Earnings season begins this week, with major banks kicking off a six-week stretch of quarterly reports. Join CIO Gene Goldman as he explains why earnings matter, what investors should watch for in the latest results, and how markets may respond as companies report against elevated expectations in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Retirement gets closer—and the focus starts to change. Preserving what you’ve built and maintaining purchasing power can...
07/08/2026

Retirement gets closer—and the focus starts to change. Preserving what you’ve built and maintaining purchasing power can make a meaningful difference as you look ahead to the next chapter.

Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.

The June Fed meeting minutes will reveal what policymakers are really thinking about inflation, interest rates, and the ...
07/06/2026

The June Fed meeting minutes will reveal what policymakers are really thinking about inflation, interest rates, and the economy—and offer the first inside look at Chair Kevin Warsh's leadership. Why investors care? Per CIO Gene Goldman, if rates stay higher for longer, borrowing costs rise and stocks could face more pressure. Learn more in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Saving for retirement gets a lot of attention. Spending those savings can be just as important.A recent survey found tha...
07/06/2026

Saving for retirement gets a lot of attention. Spending those savings can be just as important.

A recent survey found that only 31% of Americans know what “decumulation” means — the process of drawing down retirement assets over time.

That uncertainty may help explain why some retirees spend far less than they could. One report found that about one-third of retirees still had 100% or more of their initial retirement assets by their mid-80s.

For many people, the concern is not just having enough saved. It is knowing how to use those savings while accounting for healthcare costs, inflation, taxes, market changes, and longevity.

Common withdrawal guidelines, such as the 4% rule, may provide a starting point, but they do not account for every personal circumstance.

The transition from saving to spending can be both emotional and financial. After decades of building retirement assets, using them thoughtfully can take a different kind of confidence.


Source:

Many Americans spend decades saving for retirement, but lack a plan for using that money once they stop working, a new survey finds. Here's what to know.

Isn't it amazing to call America our home? God bless the USA! Independence isn't merely a day on the calendar; it's part...
07/04/2026

Isn't it amazing to call America our home? God bless the USA!

Independence isn't merely a day on the calendar; it's part of daily life in the United States.

How are you spending this Fourth of July? Joining in the celebrations with loved ones? Relaxing under the sun and grilling? Share your plans below!

From my family to yours, wishing you a wonderful Independence Day!

This Quarterly Recap summarizes market performance, major events and news from Q2 2026. Read more here:
07/02/2026

This Quarterly Recap summarizes market performance, major events and news from Q2 2026. Read more here:

Despite June valuation-concerning losses, the S&P 500 and Nasdaq Composite posted their strongest quarterly returns in six years, up 15.2% and 21.6%,…

The S&P 500 is up 7.5% through the first half of the year, but Middle East tensions, elevated valuations, and signs of c...
06/29/2026

The S&P 500 is up 7.5% through the first half of the year, but Middle East tensions, elevated valuations, and signs of consumer strain could bring volatility back into focus. Still, CIO Gene Goldman is optimistic. A resilient economy, sustainable earnings growth, and trillions in cash on the sidelines could make any pullback a buying opportunity. Learn more in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

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383 W Alfred Street
Tavares, FL
32778

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