Welcome to Infinite Wealth Advisors

Company President, Kevin E. Sullivan, introduces the firm and outlines the experience you will have working with us.

We Get Results

If you are committed to having the retirement you want and deserve,
you can trust Infinite Wealth Advisors to get you results…

…like we have for so many.

Horsesmouth 30 year retirement Kevin Sullivan-1We appreciate and value your time. As our way of saying “Thank You”, we invite you to download our free report: Planning for a 30-Year Retirement.

DECISIONS MADE TODAY IMPACT YOUR FAMILY FOR DECADES…


Today’s financial landscape presents a multitude of challenges. Healthcare, taxes, Social Security, longevity, and market volatility are all significant factors that individuals and families must consider when planning a fiscal future. Sound advice from an experienced source with a fiduciary responsibility is imperative. Your goals are our goals.

The Importance of Income Planning
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Eliminating Risk from Your Portfolio
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The Benefits of a Financial Advisor
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Social Security Optimization
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Wealth Transfer and Estate Planning
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The Benefits of Annuities
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North Carolina Financial Advisors

north carolina financial plannerDedicated to trust, compassion, and service

Infinite Wealth Advisors is an independent North Carolina financial advisory firm that focuses on helping individuals and families interested in having the optimum plan for their retirement. When formulating that plan, we will examine your needs in the following areas:

Income planning
We will help you determine how much retirement income you need and where it will derive.

Estate planning
We will help you manage your estate to minimize tax obligations while maximizing the transfer of your assets.

Asset management
We will make wise investments on your behalf with access to a wide range of traditional and alternative product offerings.

Legacy planning
We will help you ensure that your loved ones and business interests are protected long after you pass.

Charitable giving
We will help you demonstrate your passion for your favorite charitable cause(s) by developing a plan of giving.

How do you achieve the retirement you deserve?
Preparing for retirement requires more than just earning a rate of return on your investments. It involves an intricate process that considers the impact of taxes, inflation, market risk, asset allocation, liquidity and a host of other factors. The customized retirement income plans we create not only prepare you to retire, they help you achieve the full retirement you deserve.

 

This information has been provided by a Licensed Insurance Professional and does not necessarily represent the views of the presenting insurance professional. The statements and opinions expressed are those of the author and are subject to change at any time. All information is believed to be from reliable sources; however, presenting insurance professional makes no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investment Advisory Services offered through Bay Colony Advisors, a Registered Investment Advisor. Clearing, custody or other brokerage services provided by Fidelity Brokerage Services, LLC. Members NYSE, SIPC. Office of supervision: 91 Main Street Suite 308 Concord, MA. 01742. Phone 800-320-1912