Infinity Financial Strategies, LLC

Infinity Financial Strategies serves individuals (including high‑net‑worth clients) as well as corporations and other businesses, offering discretionary investment management, wealth and comprehensive financial planning, retirement plan consulting, tax preparation, bookkeeping, and estate‑planning assistance. The firm provides continuous advice and ongoing supervision of client portfolios and will also monitor and rebalance “held‑away” accounts through a third‑party connectivity platform.

The firm constructs individualized investment policies and asset‑allocation targets and uses a combination of fundamental, technical, cyclical and charting analysis, with the option to implement passive index‑based funds alongside active strategies. It typically operates on a discretionary basis, conducts regular (quarterly) account reviews, and integrates written financial plans and ongoing monitoring into client relationships.

Noteworthy for a solo independent adviser, Infinity offers services aimed at businesses and plan sponsors — including retirement plan design and monitoring with the ability to serve in fiduciary roles (3(21)/3(38)) — and provides ancillary services such as bookkeeping for business owners and tax‑preparation support for qualifying clients. The firm also conducts educational seminars and speaking engagements and uses third‑party technologies (Pontera for held‑away account management and an estate‑planning document provider) to support client reporting and estate‑planning delivery, and it includes held‑away account values when calculating advisory fees.