Plan 4 financial design

Infinity Advisory Group is a financial planning firm in Portage, Michigan that offers a variety of services to help clients reach their financial goals. These services include retirement planning, income planning, investment planning, tax planning, risk management, and goal planning. The firm has a team of experienced financial advisors who can help clients make informed decisions about their finances.

With over 66 years of combined experience in the Financial Services industry, our firm's success comes from our distinctive structure and approach. Our goal is to develop the most effective strategies tailored for you and YOUR financial well-being. We make it our fiduciary duty to consider YOUR unique needs and work to co-develop a comprehensive, customized financial strategy that is not often available in the traditional brokerage firm setting. Balancing YOUR needs of today with YOUR wants for tomorrow is what you can expect from Fireside Financial Partners. We treat you like family. You'll feel right at home in our relaxed atmosphere.

Empower your financial future with Preferred Wealth Management. Located in Charlotte, Michigan, this firm offers personalized financial planning for individuals seeking guidance towards retirement and beyond. Through comprehensive education and investment strategies, Preferred Wealth Management fosters confidence and clarity in your financial journey for all people in the Lansing, MI area.