We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan. At Infinitas, we understand every client has unique financial concerns, and we’re committed to providing solutions tailored to your individual needs by providing education, coordination, and independent advice to best reach your financial goals.
Our years of expertise—combined with a highly personalized level of service—allow us to design unique strategies that help to provide you with:
- A sustainable lifestyle during retirement
- A plan for how to fund the education of a child or grandchild
- Income to help pay for unforeseeable and unplanned life events
- Passing money to future generations efficiently