Infinity Strategic Partners, LLC

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 &
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

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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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

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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.