Who We Work With
Our mission is to provide insightful financial advice through a relationship first philosophy to:

Individuals &
Families
- 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
Our 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
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.
Resources
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
CALCULATORS
A host of financial tools to assist you.
ARTICLES
Educate yourself on a variety of financial topics.
FLIPBOOKS
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
Suite 370
Northbrook, IL 60062
Phone: 847-558-6110
Email: info@inifinitysp.com