Become a Client
Put yourself on the path to fulfilling your lifestyle goals. Your relationship with us will be based on mutual trust and open communication.
At Infinity Wealth Alliance our client’s well-being is always our first concern. In an effort to ensure we maintain the high service standards our clients enjoy today, we only accept a select number of new clients each year, generally with a starting account minimum of $250,000 in assets.
To find out more, Contact Us to schedule an exploratory meeting. This provides an opportunity to get to know each other and find out if we are a good fit for pursuing your financial goals. To ensure we spend our time together wisely and efficiently for your benefit, we suggest you bring the following information and documents to our initial meeting, as applicable:
- Most recent tax return
- Social Security statements or estimates
- Retirement plan statements – 401(k), IRA, 403(b)
- Pension plan documents or projections
- Most recent investment and savings statements
- Brokerage, mutual fund and annuity account statements
- Anything else you would like to review
We look forward to meeting with you to determine how we can help you pursue your lifestyle goals.