Retirement Planning
Match your goals with your financial realities to help plan for a lifetime of income after your last paycheck.
Estate Planning
Transfer your wealth successfully, minimize transfer taxes, and protect your assets for future generations.
Investment Management
Let us manage your investments, aiming to meet specific objectives based on your overall financial plan.
Business Retirement Plan Solutions
Our comprehensive retirement plan services span design, administration, compliance, and employee education.
Your journey
starts here.
At Infinitas, you benefit from a team of 15+ financial advisors that gives clients in 41 states access to the comprehensive range of financial planning services that a large national organization might offer, while maintaining the customized attention and familiar trust that our clients tend to prefer.
Client-centric Approach
We provide you with the financial knowledge and economic insights to work toward your financial goals.
Personalized Strategy
We look at your immediate financial goals and ways to benefit future generations with unique strategies.
Desire To Serve
Through Infinitas Cares, we give our time, talent, and treasures to a wide range of philanthropic efforts in our community.
Our Services
FAQ
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Which areas do you serve?
Infinitas serves clients in 41 states across the country. While we're proud of our roots and community involvement in Kansas City, our team supports clients nationwide.
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How often will I meet with my advisor?
Meeting frequency depends on your needs and the complexity of your situation, but most clients meet with their advisor at least annually, with additional check-ins as life changes: a new job, a sale of a business, a marriage, or approaching retirement, for example.
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Do I need to be wealthy to work with a financial advisor?
No. Whatever your current level of wealth, our goal is to help you build a plan that moves you toward your specific goals. We work with individuals and families at many different stages of their financial journey, not just high-net-worth clients.
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Is Infinitas a fiduciary?
Yes. As a fiduciary, we are legally and ethically obligated to act in your best interest, not to sell you products that benefit us. Our advice is independent and objective, so you can trust that our recommendations are built around your goals, not a sales quota.
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How is Infinitas different from a bank or a big national wealth management firm?
Infinitas gives you the resources of a large national organization, with the personalized attention of an independent team.
We are blessed to be a blessing.
At Infinitas, we celebrate our impact on the lives of our clients and community.
Infinitas Cares provides for contributions of time, talent, and financial support to a wide range of philanthropic efforts in our community. Our goals are to help relieve human suffering, advocate for social fairness and economic opportunity, and to promote education and increased financial literacy for those we serve.