Glen at Flat Rock

As a CERTIFIED FINANCIAL PLANNERTM, I am dedicated to helping your participants plan for a financial future which will help them meet or exceed their goals. My service oriented, team based approach begins at the local level. With access to a wide range of retirement plan services from some of the most respected names in the industry, we work with our providers to design a customized plan to fit your unique situation.

At Legacy at Mills River, a sustainably-designed Continuing Care Retirement Community in development, residents dont just shape their own future; they own it outright. Here you hold the deed to your own property, built in accordance with LEED principles. You design it as you like. You live in it as you please. And you pass it along to your family members.

Infinity Wealth Management is a financial planning firm based in Arden, NC, dedicated to helping individuals and families navigate the complexities of their financial lives. With a focus on retirement planning, tax preparation, IRA planning, and estate planning, their team of advisors collaborates with clients to build personalized strategies that ensure long-term financial security and peace of mind. Through their holistic planning process, Infinity Wealth Management aims to create lifetime relationships and help clients achieve their financial goals. Committed to providing exceptional client experiences, Infinity Wealth Management takes pride in their dedicated administrative team, led by Leann Fitzgerald. With over 10 years of hospitality and administrative experience, Leann ensures that clients receive top-notch service and support. Outside of work, Leann enjoys spending time with her husband and their two dogs, engaging in outdoor activities, and cherishing moments with loved ones.Generated from the website