How did our financial lives get so complicated? How do we plan so our wealth will last a lifetime and is passed on to our families with confidence?. While many firms prepare individual and business tax returns, we distinguish ourselves by ensuring that your taxes are positioned as advantageously as possible.
With over 10 years of experience, we've gotten the best education possible to increase our understating of the company 401K Plan and many other tax-deferred accounts. Our mission is "To build lifetime relationships and peace of mind retirement for you today and your family tomorrow." To receive this designation, the individual must complete a certification and training process created by NACFF and The American Financial Education Alliance.
With over 10 years of experience, we've gotten the best education possible to increase our understating of the company 401K Plan and many other tax-deferred accounts. Our mission is "To build lifetime relationships and peace of mind retirement for you today and your family tomorrow." To receive this designation, the individual must complete a certification and training process created by NACFF and The American Financial Education Alliance.
Services
Our Team
Report
Glen Pier is a comprehensive wealth manager specializing in working with professionals and retirees. As an independent advisor, he has helped clients with wealth management, tax planning, insurance and advanced estate planning for many years. Glen empowers his clients to make smart decisions with their money allowing them to focus on what's really important.
Our Firm
Report
From the very beginning, I was guided by one single burning goal - to be the very best comprehensive wealth management firm. I wanted to bring together the finest professionals in all areas of retirement and financial planning. That way, whether it's investments, tax, legal and/or insurance advice you need - we can help empower you to make smart decisions with your money.
Our Community Involvement
Report
Glen Pier is the President for the Asheville Chapter of The American Financial Educational Alliance (AFEA). He teaches many of their classes at local libraries and colleges. As an IRS approved 501(c)(3) non-profit organization, AFEA's mission is to inform and empower Americans to take control of their finances by providing comprehensive financial education in communities nationwide.
Financial Planning
Report
We do financial planning a little differently. We collaborate with our clients to empower them to make smart choices with their money. We do this by building a lifetime roadmap that can be used to help them make all the important decisions in retirement. Whether its related to investments, taxation, income, insurance or wills/trusts, our clients are confident they are being guided in the right direction.
Tax Planning & Preparation
Report
At Infinity Wealth Management, we do taxes. Even more importantly, we distinguish ourselves by doing tax planning. Throughout the year, we work with you to offer planning strategies that consider your entire tax and investment picture. Proactively managing your yearly tax strategy ensures you're taking full advantage of all of the ever changing tax laws and deductions, which ultimately reduces your overall tax burden both now AND in the future.
Reviews
Be the first to review Infinity Wealth Management.
Write a Review
