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Securities and advisory services offered through Commonwealth Financial Network®, Member F

Pursue the financial well-being you desire

It's time to accomplish your financial goals. Work with our financial advisors to develop a unique plan so you feel empowered to reach your financial goals and pursue endless possibilities.

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.

Our commitment is to deliver financial planning solutions tailored to your needs by providing education, coordination, and objective, independent advice to empower you to reach your financial goals.

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SOLUTIONS FOR INDIVIDUALS

No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial plan and creating a long-term plan customized to your needs.

SOLUTIONS FOR BUSINESSES

We take a close look at all aspects of your business's financial situation to help ensure your business is on the right track. In addition, we offer comprehensive retirement plan services to help you select, implement, and manage the right plan for your business.

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Your journey starts here.

At Infinitas, you benefit from a team of 25+ financial advisors that gives clients in 41 states access to the comprehensive range of financial planning services that a large, national house 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.

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PERSONALIZED STRATEGY

We look at your immediate financial goals and ways to benefit future generations with unique strategies.

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DESIRE TO SERVE

Through Infinitas Cares, we give our time, talent, and treasures to a wide range of philanthropic efforts in our community. 

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.

Through our charitable giving efforts and volunteer work, we partner with over 20 local and national organizations each year through contributions from our advisors, staff, and clients. We hold several events throughout the year to raise awareness and funds for causes near and dear to our hearts, as well as serve our community directly through organizations such as Traveling Turkeys and Meals on Wheels.

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100+ Hours

VOLUNTEERED

PER YEAR

Over $250,000

GIVEN SINCE

2020

Over 30

ORGANIZATIONS IMPACTED

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Upcoming Events

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InfiniTALKS: Estate Tax Changes in 2025

July 10 | 12 PM | Virtual

InfiniTALKS: Medicare

Sept 18 | 12 PM | Virtual

InfiniTALKS: 2024 Elections Update

Oct 15 | 12 PM | Virtual

InfiniTALKS: Year-End Planning

Nov 14 | 12 PM | Virtual

December Movie Event

Dec 21 | Details TBD

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It's time to explore
endless possibilities. 

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