Imagine that every employee in your company felt confident in their ability to retire comfortably.
At Infinitas, we go beyond selecting, implementing, and managing the right plan for your business. We focus on your company's most important assets - your employees - and educate them so they feel confident about their investment decisions.
ONE-ON-ONE MEETINGS
We meet one-on-one with your plan participants and give investment advice specific to their unique financial circumstances.
FULLY INDEPENDENT
We have access to a variety of plans and our independent advice is objective and truly tailored to the needs of your business.
SHARED RESPONSIBILITY
As your partner, we share investment fiduciary responsibility with you and implement a disciplined process to manage fiduciary obligations.
Infinitas proudly helps people retire across the country, serving clients in 41 states.
We offer a comprehensive solution for investments, participant education, recordkeeping, and plan administration that maximizes the value of your retirement plan, while allowing you to focus on what you do best: your business and taking care of your employees.
Founded in 1990 with over $3.9 Billion in Assets Under Advisement (as of 06/30/2024) we serve over 24,000 plan participants. Our knowledge and independent advice means you can trust us to do what is right for you and your employees.
2024 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2024 for the previous year.
All NAPA members with over $100 million in defined contribution assets under advisement made the list. 452 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
2024 Kansas City Business Journal Top Fee-based Investment Advisors, presented September 2024.
Advisers were ranked by local assets under management/advisement as of July 2024. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 41 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
2020 - 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research.
2024 Forbes Top 250 Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 250 advisors were recognized. Not indicative of advisor's future performance. Your experience may vary. For more information, click here.
Our Retirement Plan Solutions Team
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Let us take a look at your current retirement plan and give you confidence that everything is functioning as it should.
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SPECIALTIES
This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Fixed insurance products and services offered through CES Insurance Agency or Infinitas. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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