Back to top

Investments

Forrestall CPAs believes in the team approach and surrounding our clients with experts in all disciplines.  To serve your needs better Jeff Forrestall founded Infinity Wealth Management Group to offer investment planning services.  View their website at www.infinitywmg.com.

Investment Planning is a critical part of the road to retirement as it will dictate how quickly you can reach your goal!  This function must be performed by a licensed professional with the highest ethical standards.  We advocate finding an advisor that that understands tax planning.  Combining tax planning with your investments gives you the best opportunity to control your tax rates in the future.

Please take the time to discuss your investment and retirement goals with us.  We can arrange for a licensed professional to meet you to coordinate all elements of the plan, working together as a team.

Our team of professionals have credentials that include Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Chartered Retirement Planning Counselor (CRPC)