Many people hesitate to hire a financial advisor because they believe it will be expensive to transfer their accounts, or because they believe the process will be difficult and time consuming. Fortunately, both of these are untrue. Beginning a relationship with us is extremely easy:

• There are no tax consequences to transferring your account from one custodian to another. In fact, if you have multiple accounts of similar type in multiple locations, we can consolidate those into single accounts, making it easier for you to keep a handle on your portfolio. Diversification does not mean having your accounts spread among various institutions. Proper diversification comes from spreading your investments across the asset classes and investment vehicles appropriate for your situation.
• We can usually complete all of the paperwork required to transfer your accounts and begin our relationship in a one hour meeting. During this meeting we will ask you about your goals, determine your risk tolerance, and begin outlining an investment strategy that best fits your financial situation.
• We will also give you a questionnaire to complete that will give us the information necessary to begin work on your financial plan. You will return that information to us, and we will meet to review your plan once complete.

To schedule a complimentary consultation to further discuss our services, please contact us by phone or email:

Tel: 781-233-4138
Email: info@infinitewealthmanagement.com