14811 Energy Way, Apple Valley, MN 55124

Wealth Management - Click for Video College Savings Estate Planning - Click for Video Retirement - Click for Video

Financial Planning

We can help take some of the mystery out of preparing for your financial future.

Learn More

Investment Management

Guidance that can help you understand and better define your financial and investment goals.

Learn More

Retirement Planning

We can help add confidence & clarity with your retirement goals and future planning.

Learn More

Understanding Today's Financial Environment

We are Infinity Wealth Alliance, a financial planning firm in Apple Valley, Minnesota. We understand that individuals and families face challenges as they prepare for retirement. We can help with a unique process to help bring confidence & clarity for today and your future. Whether your goal is preparing for retirement, college savings or developing a financial plan, we can help. Our professional service and advice focuses on you and your goals & objectives.


Helpful Content

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

Women and Retirement

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.


How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Three Key Questions to Answer before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos arrow