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Live for Today, Plan for Tomorrow™

Financial planning and wealth management for individuals and business owners

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Who We Work With

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

Client Centered

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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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

Let’s Connect

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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.

CALCULATORS
CALCULATORS

A host of financial tools to assist you.

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ARTICLES
ARTICLES

Educate yourself on a variety of financial topics.

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DIVORCE RESOURCES
2024 KEY FINANCIAL NUMBERS

Calculating Your Social Security Benefits.

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CALCULATORS
2024 TAX FACTS AT A GLANCE

Tax facts from A to Z.

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ARTICLES
FUNDING A RETIREMENT BUY-SELL ARRANGEMENT

Plan for your business transition and your life.

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DIVORCE RESOURCES
RETIREMENT PLAN COMPARISON GUIDE

Helping business owners make an informed choice.

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CALCULATORS
SHARE YOUR LOVE FAMILY DISCUSSION GUIDE®

Preparing for the inevitable is a tough discussion.

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ARTICLES
WHEN YOU LOSE A LOVED ONE

Strategies for the future. Helping you through a difficult time.

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DIVORCE RESOURCES
LIFE INSURANCE NEEDS ANALYSIS

How much money will your family need when you die?

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Infinity Strategic Partners, LLC

500 Skokie Boulevard
Suite 370
Northbrook, IL 60062
6840 Carothers Parkway
Suite 100
Franklin, TN 37067
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