Terms and Conditions
Effective Date: January 1, 2014
Last Updated: February 21, 2025
Welcome to Infinity Financial Advisors ("we," "us," or "our"). By accessing or using our services, including but not limited to website visits, text messaging, consultations, and other related services, you agree to the following Terms and Conditions. If you do not agree, please refrain from using our services.
1. Services Provided
We offer a range of professional services, including but not limited to:
Tax Services: Tax preparation, tax planning, and tax resolution
Accounting Services: Bookkeeping, payroll processing, and financial reporting
Business Advisory: Business formation, compliance, and strategic planning
Financial Advisory: Retirement planning, income planning, college planning, and liability protection planning, insurance planning
Additional Services: Business scaling, credit building, and loan facilitation through our affiliated companies
2. Use of Services
By using our services, you agree to:
Provide accurate, truthful, and up-to-date information necessary for financial, tax, and accounting purposes.
Comply with all applicable state and federal laws, including those governing taxation and financial regulations.
Maintain the confidentiality of any personal or business information you provide, including but not limited to tax documents, financial statements, and other sensitive data.
Not misuse, distribute, or copy any proprietary content, tools, or financial strategies provided by Infinity Financial Advisors.
3. Communications & Text Messaging Services
As part of our client communication, we use text messaging (including voice over IP messaging) to send important updates, reminders, and information about our services.
Consent to Receive Messages: By providing your phone number, you consent to receive SMS/text messages from us regarding your account, services, and updates. Messages may include appointment reminders, payment confirmations, service updates, and promotional offers.
Message Frequency: You may receive messages weekly or as needed based on your account activity and engagement with our services.
Promotional & Marketing Messages: By opting in, you agree to receive promotional and marketing messages related to our services. These may include special offers, business updates, and financial insights.
Opt-Out Instructions: You can opt out of receiving SMS/text messages at any time by replying STOP. After opting out, you will no longer receive messages from us, except for those required by law or necessary for active service engagements.
Help & Support: For assistance, reply HELP or contact our support team at info@infinityfa.us.
Standard Messaging Rates: Message and data rates may apply. Please check with your mobile service provider for details
Campaign Registration: In accordance with 10DLC requirements, we have registered our campaign to send messages via 10DLC to ensure compliance and transparency. Your consent is required to receive these messages, and you can withdraw your consent at any time.
4. Privacy Policy
We respect your privacy. For information on how we collect, use, and protect your personal data, please refer to our Privacy Policy​​​​​​​, which is incorporated into these Terms and Conditions. By using our services, you consent to our data collection practices as outlined in the Privacy Policy.
5. Data Security
We take reasonable precautions to protect your personal and financial data. However, by using our services, you acknowledge that no data transmission over the internet can be guaranteed to be 100% secure. You agree that we are not liable for any breaches of data security that may occur, despite our best efforts.
6. Disclaimers & Limitations of Liability
To the fullest extent permitted by law, Infinity Financial Advisors is not liable for any damages, losses, or expenses arising from the use of our services. This includes, but is not limited to, indirect, consequential, or incidental damages.
Our services are provided on an as-is basis, and we do not guarantee specific financial or tax outcomes.
Our advisory services do not constitute legal, investment, or tax authority advice beyond compliance and planning recommendations.
We are not liable for any third-party services or products that you engage in based on our recommendations.
7. Modifications to Terms
We reserve the right to modify these Terms and Conditions at any time. Any changes will be posted on our website, and the updated Terms will be effective immediately upon posting. Your continued use of our services after such changes constitutes your acceptance of the revised Terms.
8. Governing Law
These Terms and Conditions shall be governed by and construed in accordance with the laws of the state of Texas. Any legal action or proceeding under these Terms shall be brought exclusively in the courts of Texas, and you consent to the jurisdiction of such courts.
9. Contact Information
If you have any questions or concerns regarding these Terms and Conditions or our services, please contact us at:
Infinity Financial Advisors
5555 West Loop S Ste 420, Bellaire, TX 77401
713-766-6500
info@infinityfa.us
10. Acknowledgment
By engaging with Infinity Financial Advisors, you acknowledge that you have read, understood, and agree to be bound by the Terms and Conditions, including our messaging policies and data privacy practices.
Terms and Conditions
