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Financial Resources VIDEOS BLOG CALCULATORS KEY NUMBERS VIDEOS Play Video Play Video 34:29 InfiniTALKS: Year End Planning Play Video Play Video 00:43 Investing Beyond Retirement Accounts Play Video Play Video 02:35 How Inflation Affects Asset Classes Play Video Play Video 01:53 Building Financial Strength in Your 20s and 30s Play Video Play Video 01:07:29 InfiniTALKS: Navigating Medicare Play Video Play Video 24:39 The One Big Beautiful Bill Act Load More VISIT YOUTUBE CHANNEL BLOG View All > What’s the Difference Between Medicare Parts A, B, C, and D? How Income Can Affect Your Medicare Premiums Medicare 101: What You Need to Know Before Turning 65 Understanding Student Loans: What Parents and Students Should Know Before Borrowing When Should You Start Saving for College? A Timeline for Every Age Balancing College Savings and Retirement: What Every Parent Should Know 1 2 3 4 5 READ MORE

Infinitas Cares Grant Request We are blessed to be a blessing. 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. Each year, we proudly support over 20 organizations, thanks to the generosity of our advisors, staff, and clients. If your organization aligns with our mission and could benefit from our support, we'd love to hear from you. Please fill out the application below. Name of Organization Website Year Established Contact Person First Name Contact Person Last Name Email Phone Are you a 501(c)3 organization? * Yes No What is your tax ID number? What is your mission statement? What percentage of each donation directly supports your cause (excluding administrative expenses, overhead, salaries, etc.)? How will this grant make an impact? What is the intended use of funds? Please describe any volunteer opportunities your organization might have. How did you hear about the Infinitas Cares grant? Submit Thank you! Infinitas Cares will be in touch regarding your grant request.

(913) 563-7300 adam@infinitaskc.com Visit Adam's LinkedIn Adam Hutsell CFP ® FINANCIAL ADVISOR Adam brings extensive knowledge and passion to his role as a financial advisor, with experience in the financial industry since 2009 and a proud member of the Wade Carpenter/Brook Deaver team at Infinitas since 2022. Adam graduated from the University of Oregon in 2009 and holds the CFP® professional certification and the FINRA Series 6, 7, 63, and 65 licenses. His finance journey was driven by a fascination with the markets and a deep desire to make a meaningful impact on his clients' lives. Adam has experience in guiding clients through their financial journeys, especially those in the asset accumulation phase or approaching retirement, offering comprehensive and personalized financial planning. Your financial future starts with our process. Adam's approach to advising is rooted in understanding each client's unique situation. While some advisors may take a one-size-fits-all approach, Adam provides tailored advice that encompasses tax considerations, estate planning, and the specific needs of his clients' families. This comprehensive strategy ensures that every financial decision aligns with broader life goals, keeping his client's financial well-being first in mind. INTRODUCTION & DISCOVERY MEETING FINANCIAL PLAN & RECOMMENDATIONS PLAN IMPLEMENTATION 45 DAY REVIEW MEETING ONGOING PROGRESS REVIEW MEETINGS SCHEDULE A CONSULTATION More About Adam Outside work, Adam is a devoted family man, married since 2010 to his wife Rachel and raising two young children, Riley and Cash. He enjoys hiking with his kids, playing golf, and watching movies. When not advising clients, Adam can often be found relaxing in his backyard around the fire pit, grilling, and playing with his dog, Cooper. Adam's ultimate ambition is to continue growing his book of business while positively impacting his clients' lives. His dedication to his family and clients drives him to provide the highest level of service and support, ensuring that every financial plan he crafts is as unique and valuable as the individuals and families he serves. CONTACT ADAM The Joys and Financial Challenges of Parenthood Raising a child is a joyful, but expensive, experience. Read our latest blog post for tips on how to navigate parenthood financially. Designating A Beneficiary: What You Need To Know Designating a beneficiary on retirement accounts is one of the most important retirement planning tasks. Tax Considerations After A Family Member's Death It is important to understand what kinds kinds of taxes may be due shortly after a family member’s death. 1 2 3 Explore Your Financial Future With Adam PHONE EMAIL

We're here to support your journey. From comprehensive retirement planning services to succession planning, you want a professional by your side. SCHEDULE A CONSULTATION If you’re a business owner and shareholder, your business is likely your most significant asset. With proper planning and risk management, you should be able to tap the value of your business to support your retirement or transfer your business’s value to your family in the event of your death. We're also here to help you support your employees on their retirement planning journey so you can focus on growing your business. CONTACT US Retirement Plan Solutions Our team offers comprehensive retirement plan consulting services. We start by understanding your goals as a business owner and employer, and then help you select, implement and manage the right plan for your business. But we don’t stop there. We also educate your employees so they feel confident about their investment decisions. LEARN MORE Overall Business Planning A sophisticated plan for your business will be well-coordinated with your overall plans for taxation, investments, insurance, estate, and retirement. We take a close look at: Operational Issues Risk Management Succession Planning Executive Compensation Benefit Packages Key Employee Insurance Valuation CONTACT US Tax Planning Our goal is to analyze your income and decrease the overall amount of money you pay in taxes for your business. Succession Planning We focus on the successful transfer of your business while navigating the complexities of family relationships. Risk Management We identify your potential sources of risk before they occur and customize strategies to minimize them. Investment Management Together, we look at your entire financial picture to help ensure your company's assets are well-utilized. Let's embark on the journey together. START THE CONVERSATION

(913) 563-7300 tim@infinitaskc.com Visit Tim's LinkedIn Tim DiSette CHFC®, AIF® SENIOR PARTNER As a founding partner of Infinitas, Tim DiSette brings over three decades of experience in employer-sponsored retirement plans, personal wealth management strategies, and estate and business succession planning. Tim’s broad and comprehensive financial experience helps individuals and businesses grow, preserve, and protect their assets. Tim graduated from Texas Christian University with a bachelor’s degree in business administration and communications. Currently at Infinitas, Tim leads the firm’s retirement plan consulting team, which creates and manages employer-sponsored plans. Passionate about helping people prepare for their financial future, he dedicates much of his time to meeting with plan participants to discuss strategies for achieving their retirement goals. Tim also advises his personal wealth management clients on a range of financial matters including the gifting and estate tax, retirement, investments, insurance, and charitable contributions. Recently, Forbes recognized Tim on the list of Forbes’ Best-In-State Wealth Advisors for 2023.* In addition, under his leadership, the National Association of Plan Advisors named Infinitas Retirement Plan Solutions to its 2017, 2018, 2020, 2022, and 2023 Top Defined Contribution Advisor Teams list of leading retirement plan advisor firms.* Tim has also been named multiple times as a Financial Times 401 Top Retirement Plan Advisor.* Tim has also served on the Commonwealth Financial Network® Retirement Advisory Council, which guides the broker/dealer’s national retirement advisory practice. Tim’s passion for serving others carries over to his personal life. He has taken more than 15 mission trips to Honduras. He was instrumental in helping form and run a scholarship fund for a school in Ciudad Espana to help the city’s at-risk children get an education. Currently the program provides over 100 full scholarships to attend the bilingual Christian school. He helped construct the Infinitas Cares, charitable foundation within the local Infinitas office and in 2022 he and his family began an endowment fund for the Juan Wesley School in Honduras. In addition, he has held leadership roles at Church of the Resurrection in Leawood on the International Missions Leadership Team, as well as on his previous church’s endowments and finance committees. Tim is a frequent speaker on company sponsored retirement plans, retirement, business continuation, estate planning, and charitable planning. He has spoken on behalf of numerous business associations and charitable organizations across the United States. Tim, his wife, Rebecca, and their three sons reside in Leawood, Kansas. 2020 - 2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3cyp2d47 2025 InvestmentNews Top Advisors, created by InvestmentNews. Presented in February 2025 based on data August 2023-August 2024. 637 advisors were considered, 100 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. 2017-2025 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2025 based on self-reported assets as of December 31, 2024. All NAPA members with over $100 million in defined contribution assets under advisement made the list. Over 430 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. 2025 Kansas City Business Journal Top Fee-based Investment Advisors, presented September 2025. 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 45 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. InvestmentNews 2025 Top Advisor Award Tim DiSette has been recognized as a 2025 InvestmentNews Top Advisor Award honoree. This prestigious honor highlights Tim’s leadership, dedication to client success, and commitment to excellence in the financial advisory industry. InvestmentNews Magazine Click to view the digital copy 2025 Top Advisor Video Interview Click to watch Tim's interview with InvestmentNews TV 2025 InvestmentNews Top Advisors , created by InvestmentNews. Presented in February 2025 based on data August 2023-August 2024. 637 advisors were considered, 100 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. Meet The Team Team Directory > Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com (913) 563-7300 Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 Director of Operations Candice Basile candice@infinitaskc.com (913) 563-7300 Participant Education/Marketing Coordinator Janie Foster janie@infinitaskc.com (913) 563-7300 Financial Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 Client Service Associate Claire Vallejo claire@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Tim PHONE EMAIL

(913) 563-7300 zack@infinitaskc.com Visit Zack's LinkedIn Zack DiSette FINANCIAL ADVISOR AIF®, CPWA® As a growing Financial Advisor, Zack has found a passion in working with families and businesses who strive for financial freedom not only for themselves, but for future generations. Zack focuses on building long lasting relationships in order to provide the appropriate financial planning strategies and investment objectives for your financial freedom goals. Working within a family office, along side his father and senior partner, Tim DiSette and younger brother Sam DiSette. Their team provides advice to primarily two types of clients. Individuals & families engaging in wealth management services and business owners who need services including retirement plan management and business succession planning. Zack graduated from the University of Alabama with an undergraduate degree in finance with a specialization in wealth management. He is FINRA-registered with the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) securities registrations. Outside of the office, Zack enjoys his time in the outdoors and with friends and family. He and his wife Natalie frequently take trips to Grand Lake in Oklahoma to fill up the summers, while cheering on the Crimson Tide on Saturdays in the fall. Zack and his dad are also avid hunters in the winter, leading to many trips out to western Kansas with friends. 2017-2025 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2025 based on self-reported assets as of December 31, 2024. All NAPA members with over $100 million in defined contribution assets under advisement made the list. Over 430 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. 2025 Kansas City Business Journal Top Fee-based Investment Advisors, presented September 2025. 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 45 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Meet The Team Team Directory > Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com (913) 563-7300 Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 Director of Operations Candice Basile candice@infinitaskc.com (913) 563-7300 Participant Education/Marketing Coordinator Janie Foster janie@infinitaskc.com (913) 563-7300 Financial Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 Client Service Associate Claire Vallejo claire@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Zack PHONE EMAIL

Join us at our next event. We are here to help educate you and add value to your financial journey through in-person and virtual events. Subscribe to our newsletter to stay updated about our upcoming events! SUBSCRIBE Feb 26 InfiniTALKS: Understanding Social Security Decisions Feb 26 | Virtual Social Security has been part of retirement planning for decades, yet many of its rules and strategies are still widely misunderstood. This InfiniTALKS session will focus on how Social Security fits into a broader retirement plan and what to consider when evaluating your benefits. During this webinar, our guest speaker, Lindsay Reynolds from John Hancock, will cover: 1. A brief overview of how Social Security works 2. Where Social Security stands today 3. Key strategies for optimizing benefits 4. Notable updates for the current year She'll also walk through real-world scenarios to help illustrate how different claiming decisions can impact long-term outcomes, giving you practical context to support more informed retirement planning decisions. REGISTER NOW

SCHEDULE RESOURCES CONTACT It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Schedule your 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. SCHEDULE A CONSULTATION If you are unavailable during the times listed on the schedule, please email blake@infinitaskc.com . 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 SCHEDULE A CONSULTATION 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 Your Infinitas Retirement Plan Solutions Advisors 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. SCHEDULE A CONSULTATION Partner David Pacer CFP®, CRPS®, CPFA david@infinitaskc.com (913) 563-7300 Financial Advisor Blake Workman CPFA blake@infinitaskc.com (913) 563-7338 Contact Us (913) 563-7338 blake@infinitaskc.com www.infinitaskc.com CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 563-7300 INFO@INFINITASKC.COM INFORMATION ABOUT INFINITAS EVENT S RESOURC ES CLIEN T L OGIN CO NTACT SPECIALTIES FOR INDIVIDUALS FOR BUSINESSES RETIREMENT PLAN SOLUTIONS FORM CRS 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. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. Privacy Notice | Online Privacy Policy | © 2023 Infinitas

What is most important to you in life? We can help you plan for it. SCHEDULE A CONSULTATION A personalized wealth management plan can open up a future of endless possibilities . Whether you’re launching your career, raising a family, planning for retirement, or thinking about creating a legacy, you know what kind of life you want to lead. Wealth management can help make that life a reality. At Infinitas, we are focused on your unique goals and creating a personalized, comprehensive plan to help you get there. CONTACT US Explore Our Services Retirement Planning We create a strategy to help you achieve your desired retirement lifestyle by maximizing growth, preparing for tax-efficient distributions, and analyzing your retirement cash flow. Estate Planning We help you transfer your wealth successfully, minimize transfer taxes, and protect assets. We consider income, capital gains, estate, and business tax issues involved in any particular situation. Investment Management We help you grow and accumulate wealth for your future through understanding your goals and risk tolerance, optimizing your portfolio, and continually monitoring your investments. Life Event Planning We help you navigate the financial complexities of significant life events, including marriage, divorce, and the loss of a family member. Tax Planning We consider the implications of your individual, investment, and business decisions with the goal of minimizing tax liability through unique strategies. Risk Management We identify sources of personal financial risk before they occur and customize strategies to minimize them, including taking time to understand your insurance needs. Let's take the journey together. START THE CONVERSATION

SCHEDULE RESOURCES CONTACT It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Schedule your 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. SCHEDULE A CONSULTATION If you are unavailable during the times listed on the schedule, please email blake@infinitaskc.com . 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 SCHEDULE A CONSULTATION 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 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. SCHEDULE A CONSULTATION Partner David Pacer CFP®, CRPS®, CPFA david@infinitaskc.com (913) 563-7300 Financial Advisor Blake Workman CPFA blake@infinitaskc.com (913) 563-7338 Contact Us (913) 563-7338 blake@infinitaskc.com www.infinitaskc.com CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 563-7300 INFO@INFINITASKC.COM INFORMATION ABOUT INFINITAS EVENT S RESOURC ES CLIEN T L OGIN CO NTACT SPECIALTIES FOR INDIVIDUALS FOR BUSINESSES RETIREMENT PLAN SOLUTIONS FORM CRS 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. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. Privacy Notice | Online Privacy Policy | © 2023 Infinitas

(913) 563-7300 brook@infinitaskc.com Visit Brook's LinkedIn Brook Deaver CFP®, MBA PARTNER Brook has been a dedicated professional in the financial industry since November 2003, following a decade in corporate finance and employee benefits sales. Today, Brook thrives on the diverse needs of his clients, providing guidance and recommendations that offer financial confidence. Brook feels privileged to play a significant role in his clients’ lives as they travel their unique financial paths. Brook's long-term goal as a financial advisor is to continue providing exceptional care for his clients. His dedication to his client's financial futures drives him to work diligently, ensuring he addresses their needs and helps them achieve their goals. This commitment and his enjoyment of collaborating with his team at Infinitas keep Brook motivated to come to work every day. His educational background includes an MBA from the University of Kansas in 2000 and a bachelor's degree from Kansas State University in 1992. Brook holds the CFP® professional certification. He is FINRA-registered with the Series 7 and Series 66 securities registrations. He holds Life, Health, Annuity, and Long-Term Care insurance licenses. Your financial future starts with our process. Brook's approach to advising is rooted in understanding each client's unique situation. While some advisors may take a one-size-fits-all approach, Brook provides tailored advice that encompasses tax considerations, estate planning, and the specific needs of his clients' families. This comprehensive strategy ensures that every financial decision aligns with broader life goals, keeping his client's financial well-being first in mind. INTRODUCTION & DISCOVERY MEETING FINANCIAL PLAN & RECOMMENDATIONS PLAN IMPLEMENTATION 45 DAY REVIEW MEETING ONGOING PROGRESS REVIEW MEETINGS SCHEDULE A CONSULTATION MARY F. We are at a stage where we are paying more attention to the financial plan and will likely have more questions, etc. as we near retirement. We appreciate that you use a vernacular that we understand, have patience for questions, and provide deeper level of information and explanation about our situation. We wanted you to know that we feel you are a good fit for us in the way you approach life and imbue your core values. The statement was provided 06/04/2024 by Mary Fry who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. More About Brook Outside work, Brook enjoys spending time at his lake house at Lake of the Ozarks, maintaining the space and boat as a labor of love. He is passionate about golf, watching sports, and engaging in projects around the house. Married to his wife, Suzanne, since 2000, Brook is a proud father of two sons in their twenties, both of whom have developed strong work ethics. The family resides in Overland Park, where Brook balances his professional commitments with quality family time. Brook enjoys golf, watching the Royals and Chiefs, and hosting friends and family at his home and lake house. CONTACT BROOK Meet The Team Team Directory > Senior Partner Wade Carpenter CFP®, AIF®, ChFC® wade@infinitaskc.com (913) 563-7300 Partner Brook Deaver CFP®, MBA brook@infinitaskc.com (913) 563-7300 Financial Advisor Chad Berg chad.berg@infinitaskc.com (913) 563-7300 Financial Advisor Susan Geiersbach CFP® susan@infinitaskc.com (913) 563-7300 Financial Advisor Adam Hutsell CFP® adam@infinitaskc.com (913) 563-7300 CIO, Financial Advisor Michael Orndorff CFA® michael@infinitaskc.com (913) 563-7300 Director of Portfolio Management Chad Adams CAIA®, CFA® chad@infinitaskc.com (913) 563-7300 Financial Assistant Jonathan Deaver jonathan@infinitaskc.com (913) 563-7300 Client Services Manager Catherine Hoefer catherine@infinitaskc.com (913) 563-7300 Financial Planning Assistant Alec Hoover CFP® alec@infinitaskc.com (913) 563-7300 Chief Operating Officer Christine Leyva AAMS® christine@infinitaskc.com (913) 563-7300 Operations Manager Trisha McClanahan trisha@infinitaskc.com (913) 563-7300 Financial Assistant Joshua Schmalz joshua@infinitaskc.com (913) 563-7300 Client Services Associate Morgan Vannoy morgan@infinitaskc.com (913) 563-7300 Financial Assistant Cassidy Willis cassidy@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Brook PHONE EMAIL

RESOURCES DCID Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Schedule your complimentary 30 minute one-on-one meeting with one of our Infinitas Retirement Plan Solutions Advisors. Infinitas has an experienced team with specialized experience 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. SCHEDULE A 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 SCHEDULE A CONSULTATION 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 Your Infinitas Retirement Plan Solutions Advisors 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. SCHEDULE A CONSULTATION Schedule a Meeting With Your Infinitas Retirement Plan Solutions Advisors 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. RESOURCES Play Video Play Video 06:44 2025 DCID New Hire Video Your Infinitas Retirement Plan Solutions Advisors 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. Your Infinitas Retirement Plan Solutions Advisors 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. SCHEDULE A CONSULTATION Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 SCHEDULE Financial Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Melissa Myers melissa.myers@infinitaskc.com (913) 563-7300 SCHEDULE Contact Us (913) 563-7300 retirementplans@infinitaskc.com www.infinitaskc.com CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 563-7300 INFO@INFINITASKC.COM INFORMATION ABOUT INFINITAS EVENT S RESOURC ES CLIEN T L OGIN CO NTACT SPECIALTIES FOR INDIVIDUALS FOR BUSINESSES RETIREMENT PLAN SOLUTIONS FORM CRS Infinitas, MVP Law, and Commonwealth Financial Network® are separate and unrelated entities. 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. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. Privacy Notice | Online Privacy Policy | © 2023 Infinitas