Second Opinion

Saving for retirement is complex and takes careful consideration. Just like your health, it’s important to plan ahead, understand all your options and get the best advice.

We want your family, friends and colleagues to know the same confidence you do that comes from partnering with our credentialed and experienced financial professionals.

That’s why we offer our Second Opinion service. This complimentary option is for the people you – our valued clients – care about.

We take a second look at their finances at no cost so they can have the confidence knowing they’re on the right path toward their financial future.

Help those your care about plan for tomorrow – today

Our trusted advisors meet with those you care about to understand their financial goals, review their current plans, and to address any questions or concerns. We then develop a personalized analysis and a financial plan that’s tailored to their needs.

They get the expertise, comprehensive perspective and customized approach that you’ve come to expect from Infinitas. Plus, they have access to our network of legal, tax, insurance and investment advisors. Tell your loved ones and friends about our Second Opinion service. Help them plan for the tomorrow they want – today.