Live for Today, Plan for Tomorrow

Who We Work With

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

Drone view of river in Atlantic Forest in Brazil

Individuals &

  • Young professionals starting their careers
  • Growing families
  • Parents saving for college education
  • Individuals saving for retirement
  • Retirees managing and transferring wealth
  • Anyone going through a major life transition

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.
Send Us a Message

Our Services

Wealth Accumulation Strategies

Investment and asset management


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

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.



Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.


A host of financial tools to assist you.


Educate yourself on a variety of financial topics.


These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

2023 Key financial numbers

Calculating Your Social Security Benefts

2023 Tax Facts at a Glance

Tax facts from A to Z.

Funding a retirement buy-sell arrangement

Plan for your business transition and your life.

Retirement plan comparison guide

Helping business owners make an informed choice.

Share Your Love Family Discussion Guide®

Preparing for the inevitable is a tough discussion.

When you lose a loved one

Strategies for the future. Helping you through a difficult time

Life insurance needs analysis

How much money will your family need when you die?

Infinity Strategic Partners, LLC

500 Skokie Boulevard,
Suite 370
Northbrook, IL 60062

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck