Infinity Strategic Partners

Live for Today, Plan for Tomorrow™

Financial planning and wealth management for individuals and business owners

Start Your Plan Today

Who We Work With

Our mission is to provide insightful financial advice through a relationship first philosophy.

INDIVIDUALS &
FAMILIES

Partners, executives, specialized medical professionals
Entrepreneurs and career changers
Retirement focused individuals
Divorcees and widows
Dual income families
Young and mid-career professionals

SMALL TO MID-SIZE BUSINESS OWNERS

Small and local businesses
Start-up companies
Family-owned businesses
Manufacturing companies
Professional service firms
Business owners looking to maximize cash flow, grow, retain key employees and prepare for succession

Whether you are an individual or a business owner, we provide a full spectrum of services through financial planning, investment management and risk protection.

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Financial Planning Services

Wealth Accumulation Strategies

Investment and asset management

Insurance

Retirement savings and distribution

Education funding and distribution

Tax efficiency strategies

Wealth transfer and estate planning

Protective Strategies

Divorce support

Let’s Connect

Send Us A Message

Financial Divorce Support

No one expects to get divorced. Should that day come, let Infinity Strategic Partners guide you on a new path.

We provide holistic financial planning so you feel educated, empowered, and comforted with your financial decisions.

Think of us as part of your team who is with you every step of the way in building your new life.

Services Provided

Analyzing your current financial situation & preparing reports – assets, liabilities, income and expenses
Prioritizing your needs post-divorce
Projections showing the impact of potential asset divisions, spousal and child support
Crafting a budget and financial plan for post-divorce
Recommending action items to address financial concerns and overcome hurdles to reach a settlement

What Makes Us Unique

We play the role of teacher, coach, friend, and financial advisor through a compassionate approach that focuses on listening to your needs
Our assistance post-divorce helps you transfer assets, set up cash flow systems, implement budgeting/savings strategies and invest your funds based upon your new risk comfort

Click here to request a copy of our post-divorce checklist

Our Certified Divorce Financial Analyst® Professionals

Wendy Baum, CPA, JD, CFP®, CDFA®

Partner

(847) 558-6115

(224) 415-3505

Wendy@InfinitySP.com

Brian Fisher, CDFA^®

Financial Strategist

615-778-3926

(615) 851-4916

Brian@InfinitySP.com

Eleni Patel, CPA, CDFA^®

Financial Professional

847-874-5454

224-415-3505

Eleni@InfinitySP.com

Stacey Woehrle, CPA, CDFA®

Financial Professional

(847) 558-6120

(224) 415-3505

Stacey@InfinitySP.com

About Us

Infinity Strategic Partners is a group of seasoned financial advisors who work with clients to balance current monetary needs with savings and planning strategies for the future. Infinity was founded in 2011 by the partners who shared a vision for helping people achieve their financial goals through customized financial planning with a “relationship first” philosophy.