Imagine that every employee in your company felt confident in their ability to retire comfortably.
At Infinitas, we go beyond selecting, implementing, and managing the right plan for your business. We focus on your company's most important assets - your employees - and educate them so they feel confident about their investment decisions.
ONE-ON-ONE MEETINGS
We meet one-on-one with your plan participants and give investment advice specific to their unique financial circumstances.
FULLY INDEPENDENT
We have access to a variety of plans and our independent advice is objective and truly tailored to the needs of your business.
SHARED RESPONSIBILITY
As your partner, we share investment fiduciary responsibility with you and implement a disciplined process to manage fiduciary obligations.
Infinitas proudly helps people retire across the country, serving clients in 41 states.
We offer a comprehensive solution for investments, participant education, recordkeeping, and plan administration that maximizes the value of your retirement plan, while allowing you to focus on what you do best: your business and taking care of your employees.
Founded in 1990 with over $3.5 Billion in Assets Under Advisement (as of 06/30/2023) we serve over 19,000 plan participants. Our knowledge and independent advice means you can trust us to do what is right for you and your employees.
2017-2021 NAPA Top DC Advisor Teams, created by NAPA.
The 2022 award was presented in March 2023 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 333 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
2023 Kansas City Business Journal Top Fee-based Investment Advisors, Presented 9/8/2023.
Advisers were ranked by local assets under management/advisement as of 6/30/2023. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 44 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
2020 Financial Times 401 Retirement Advisers, created by Ignites Research.
Presented in October 2020 for the preceding 12 months. 855 Advisors wer econsidered, 401 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’ sfuture performance. Your experience may vary. Click here for more award information.
Our Retirement Plan Solutions Team
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SPECIALTIES
This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Fixed insurance products and services offered through CES Insurance Agency or Infinitas. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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