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SCHEDULE          RESOURCES          CONTACT

Working Together
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It's time to pursue the financial well-being you deserve.

Schedule a complimentary 30 minute
one-on-one meeting with one of our Infinitas Retirement Plan Solutions Advisors.

Infinitas has an experienced team with specialized expertise and knowledge. Alongside our Financial Advisors, our Qualified Plan Support Team provide ongoing day-to-day support. Each of our support team members specialize on a specific aspect of your plan.

If you are unavailable during the times listed on the schedule, please email ashley.harvey@infinitaskc.com.

Business Consultation

SERVICES PROVIDED TO YOU:

  • Savings rate calculations

  • Company match calculations

  • Retirement planning

  • Tax reduction strategies

  • Investment advice and portfolio design

  • Social security strategies

  • Beneficiary consulting

  • Website login support

  • Rollovers and Roll-in assistance

  • Debt reduction strategies

ADDITIONAL SERVICES AVAILABLE UPON REQUEST:

  • Review of outside investments

  • Education savings planning

  • Life insurance and annuity audit

  • Estate planning advice – Wills, Trusts, Power of Attorney

  • Medicare planning

  • Long-term care/Healthcare strategies

  • Debt refinancing strategies

Financial Analyst

Your Infinitas Retirement Plan Solutions Advisor

Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey.

Contact Us

The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.  Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

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