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RESOURCES Pro Circuit Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION 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. SCHEDULE A CONSULTATION If you are unavailable during the times listed on the schedule, please email retirementplans@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 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 07:59 Pro Circuit New Hire Video Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? 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 Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 SCHEDULE 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 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 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

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 Mar 31 InfiniTALKS: Planning Your Next Getaway March 31 | 12 PM | Virtual If travel is on your mind, this InfiniTALKS is for you. Join us for a conversation with luxury travel designer, Barb Wright, where we’ll explore destinations gaining momentum for 2026 and what’s shaping travel more broadly right now. The discussion will include thoughtful considerations to keep in mind as you plan upcoming trips, with insight drawn from Barb’s experience working with individuals and families on a wide range of travel styles and destinations. Whether you’re in the early stages of planning or already have travel on the calendar, this session is designed to provide perspective, spark ideas, and help make the planning process feel more informed and approachable. REGISTER NOW April 14 InfiniTALKS: Charitable Giving Strategies April 14 | 12 PM | Virtual April is National Volunteer Month, making it a meaningful time to explore how charitable giving can play a thoughtful role in your overall financial plan. In this month’s InfiniTALKS, we will discuss how philanthropy can be incorporated into financial decision-making in ways that align with personal values and long-term goals. The session will highlight common charitable giving strategies, including Qualified Charitable Distributions (QCDs) and Donor-Advised Funds (DAFs), along with relevant tax considerations and recent tax law changes that may influence giving decisions. We will also share ways clients can engage with Infinitas Cares and support community initiatives through intentional giving. REGISTER NOW May 2 Shred & Electronic Recycling Event May 2 | Infinitas Parking Lot Join us for a convenient drive-through Shred and E-Recycling Event. Register for a time slot to safely dispose of sensitive documents and outdated electronics. Shredding is completed on-site for added peace of mind. REGISTER NOW

(913) 563-7300 brianf@infinitaskc.com Visit Brian's LinkedIn Brian Francis CFP®, QPFC, MBA FINANCIAL ADVISOR Brian brings an entrepreneurial spirit and multi-disciplinary background comprised of financial planning, residential real estate, and hospitality, to Infinitas. Brian received his Bachelor of Arts degree from the University of Missouri, specializing in business, psychology, and computer science. In 2013, Brian earned a Master of Business Administration from Northwest Missouri State University. Brian is also a CERTIFIED FINANCIAL PLANNER™ professional and a Qualified Plan Financial Consultant. Brian was born into a family of carpenters and engineers. Brian attributes much of his success as a financial advisor to the mentality that one develops as a carpenter: “Measure twice, cut once.” Brian insists on reviewing every last detail, “measuring twice,” before implementing a financial plan. As such, investing in real estate was a natural fit for Brian and has become a favorite hobby. He is well-versed in strategies that allow investors to defer potential capital gains and depreciation recapture taxes associated with their real estate investments, providing clients with another tool beyond traditional investments. Brian and his wife, Monica, enjoy living in Olathe, KS, where they are currently renovating a home. They also love to spend quality time with their two boys, Benicio and Micah, at Olathe’s many public parks. They share a passion for travel and have been fortunate enough to visit fascinating places such as Europe, Vietnam, and South Africa. Brian is also enthusiastic about astronomy and physics. He aspires to pursue a Ph.D. in yet another interest, economics, at some point in the future. CFP® Board Code of Ethics and Standards of Conduct SCHEDULE A CONSULTATION Explore Your Financial Future With Brian PHONE EMAIL

RESOURCES TM Holdings 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 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 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 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. 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 23:26 HSA/Roth Webinar Play Video Play Video 24:39 Good News Webinar- Michigan Play Video Play Video 01:07:29 InfiniTALKS: Navigating Medicare Play Video Play Video 15:03 Roth Conversions & Advanced Estate Planning Play Video Play Video 53:37 InfiniTALKS: Financial Planning in Your 60s and 70s Play Video Play Video 52:35 InfiniTALKS: Financial Planning in Your 40s and 50s Play Video Play Video 01:05:36 InfiniTALKS: Financial Planning in Your 20s and 30s Play Video Play Video 21:33 TM Holdings Custom Budgeting Webinar 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 KANSAS Fairway Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com SCHEDULE Financial Advisor Jack Evans CFA® jack.evans@pegasuskc.com SCHEDULE Topeka Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com SCHEDULE Wichita/El Dorado Financial Advisor Jim Heeney Financial Advisor jim.heeney@pegasusks.com SCHEDULE MINNESOTA Rochester Financial Advisor Jack Evans CFA® jack.evans@pegasuskc.com SCHEDULE Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com SCHEDULE NEBRASKA Omaha/Lincoln Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com SCHEDULE Financial Advisor Jack Evans CFA® jack.evans@pegasuskc.com SCHEDULE OKLAHOMA Tulsa Financial Advisor Jack Evans CFA® jack.evans@pegasuskc.com SCHEDULE Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com SCHEDULE TEXAS Plano Financial Advisor Sam DiSette AIF® sam@infinitaskc.com SCHEDULE Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com SCHEDULE Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com SCHEDULE WISCONSIN Green Bay Financial Advisor Jim Heeney AAMS® jim.heeney@pegasusks.com 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 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 michelle@infinitaskc.com Visit Michelle's LinkedIn Michelle Poston FINANCIAL ADVISOR CFP® Michelle has been in the financial industry since 2005 and with Infinitas since 2009. She is passionate about working with her clients to create an awareness of what is financially possible. Through the planning process she works alongside her clients to identify and prioritize their personal goals and desires so they can build wealth with purpose. Michelle graduated from UMKC with a Bachelors in Finance and a minor in Economics. In 2016, she became one of only 23% of women who are CFP® professionals. It's time to discover the future you envision. LET'S GET STARTED Let's work together to discover the future you truly desire by identifying and prioritizing your personal goals and desires. As a trusted confidant, I walk side-by-side with you through life’s transitions to help relieve financial stress and build confidence. Ultimately, you should feel confident in the financial decisions you are making today so that you can enjoy your successes tomorrow STEVE AND JAN From the very first time we met Michelle we immediately saw her warmth and genuine desire to help us wisely and productively navigate our retirement future. She is incredibly bright and has great knowledge in the investment world. She is easy to talk to, an excellent listener, and wise beyond her years! She is always available for us, to ease any sudden concerns that pop up on life's journey! We are so grateful and confident about our future! That is a direct result of her wise guidance! The statement was provided 10/31/2023 by Stephen and J anis Leone who are clients. 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. Together, let's explore what we can achieve. EXPLORE POSSIBILITIES. Dream big. Think about what you want in life now and later down the road. Set aside obstacles and identify your true desires. PRIORITIZE YOUR GOALS. Use your value system to decide which goals are most important to you and which deserve the most immediate attention. IDENTIFY NEXT STEPS. Take the fear out of your financial future by identifying practical next steps to help you along your journey of attaining joy in life. SCHEDULE A CONSULTATION Managing your finances can feel overwhelming, but it doesn't have to be. Working with the right financial advisor can relieve stress and build confidence in your financial decision-making. My role is to walk alongside you, listen with no judgement, and explain things clearly to you. My simple process is truly focused on helping you align your financial decisions with your values. More About Michelle Michelle has been in the financial industry since 2005 and with Infinitas since 2009. She graduated from UMKC with a Bachelors in Finance and a minor in Economics. Shortly after graduating, she married her high school sweetheart. They were blessed with their first baby boy, Aiden, in 2008, her second son, Mason, in 2011, and in 2017 she had her third son, Sylas. They also have two adopted dogs! Like most parents in the thick of it she spends her evenings and weekends at her kids' various extracurricular activities. As a busy mom focused on a fulfilling life, she enjoys being able to positively impact the lives of her clients, family, and friends. CONTACT MICHELLE Mom, Wife, and CFP® As a mom and wife, Michelle completed the training and studying for the CFP® board exam over 2 years while continuing to work full time and focus on her family. In November 2016, Michelle passed the CFP® board exam to become one of the only 23% of CFP® professionals who are women. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest. With years of experience as a financial professional and a working mom, Michelle knows that women face unique financial challenges and she strives to help her clients feel confident in the future they envision! LET'S GET STARTED Explore Your Financial Future With Michelle PHONE EMAIL

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. CONTACT US SPECIALTIES 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. ABOUT US 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. LEARN MORE 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. LEARN MORE 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. 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 STORY 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. LEARN MORE 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. 100+ Hours VOLUNTEERED PER YEAR Over $350,000 GIVEN SINCE 2020 Over 30 ORGANIZATIONS IMPACTED OUR IMPACT Upcoming Events VIEW ALL EVENTS InfiniTALKS: Planning Your Next Getaway March 31 | 12 PM | Virtual REGISTER NOW InfiniTALKS: Charitable Giving Strategies April 14 | 12 PM | Virtual REGISTER NOW Shred & Electronic Recycling Event May 2 | 9 AM | Infinitas Parking Lot REGISTER NOW It's time to explore endless possibilities. LEARN MORE CONTACT US

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.

RESOURCES Hormann 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 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 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 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 15:01 2025 Year-End Planning Play Video Play Video 17:34 Financial Foundations Play Video Play Video 16:18 Hormann - Burgettstown, PA Money Matters Play Video Play Video 03:06 Setting Yourself Up for Success Play Video Play Video 07:16 2025 Contribution Limits Play Video Play Video 10:12 Hormann New Hire Video Play Video Play Video 04:29 Good News Video - Hormann 401k Plan Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Burgettstown, PA Play Video Play Video 15:01 2025 Year-End Planning Play Video Play Video 17:34 Financial Foundations Play Video Play Video 12:47 Hormann - Puyallup, WA Money Matters Play Video Play Video 03:06 Setting Yourself Up for Success Play Video Play Video 07:16 2025 Contribution Limits Play Video Play Video 10:12 Hormann New Hire Video Play Video Play Video 04:29 Good News Video - Hormann 401k Plan Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Puyallup, WA Play Video Play Video 15:01 2025 Year-End Planning Play Video Play Video 17:34 Financial Foundations Play Video Play Video 09:46 Hormann - Sparta, TN Money Matters Play Video Play Video 03:06 Setting Yourself Up for Success Play Video Play Video 07:16 2025 Contribution Limits Play Video Play Video 10:12 Hormann New Hire Video Play Video Play Video 04:29 Good News Video - Hormann 401k Plan Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Sparta, TN Play Video Play Video 15:01 2025 Year-End Planning Play Video Play Video 17:34 Financial Foundations Play Video Play Video 12:46 Hormann - Montgomery, IL Money Matters Play Video Play Video 03:06 Setting Yourself Up for Success Play Video Play Video 07:16 2025 Contribution Limits Play Video Play Video 10:12 Hormann New Hire Video Play Video Play Video 04:29 Good News Video - Hormann 401k Plan Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Montgomery, IL 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 Puyallup, WA Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com SCHEDULE Financial Advisor Sam DiSette AIF® sam@infinitaskc.com SCHEDULE Sparta, TN Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com SCHEDULE Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com SCHEDULE Montgomery, IL Financial Advisor Sam DiSette AIF® sam@infinitaskc.com SCHEDULE Burgettstown, PA Participant Services Specialist Tom Cross tcross@alignretire.com 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 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

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Financial confidence starts now. SCHEDULE A DISCOVERY CALL Schedule a complimentary discovery call with an Infinitas financial advisor. Our financial advisors are ready to help you start your journey to the financial future you desire. Fill out the form below and one of our advisors will be in contact within 2 business days. First Name Last Name Email Phone What prompted you to see financial guidance at this time? What are your financial goals and objectives? Anything else you'd like us to know? SUBMIT Thanks for submitting! One of our advisors will be in touch.

(913) 563-7300 susan@infinitaskc.com Visit Susan's LinkedIn Susan Geiersbach FINANCIAL ADVISOR CFP® I am a financial advisor with a passion for helping clients achieve financial clarity and long-term security. As a CERTIFIED FINANCIAL PLANNER® professional with FINRA registrations (Series 7, 66), I combine extensive knowledge of the markets with experience and dedication to guide clients through critical financial milestones, such as planning for retirement, accumulating wealth in your working years, and building lasting wealth. Since joining the Infinitas team in 2018, I’ve focused on providing personalized financial planning services to professionals and families—empowering them to make confident, informed decisions about their financial futures. I take pride in developing tailored strategies that align with each client’s unique goals and needs. My approach is centered around building long-term relationships as I work closely with clients to ensure their financial plans evolve with their lives and provide confidence through every stage of their financial journey. I am passionate about growing my practice while making a positive difference in the lives of the families and professionals I serve. My dedication to my clients and my own family, drives me to deliver the highest level of service and thoughtful guidance that makes a meaningful impact. Your financial future starts with our process. Susan's approach to advising is rooted in understanding each client's unique situation. While some advisors may take a one-size-fits-all approach, Susan provides tailored advice that encompasses tax considerations, estate planning, and the specific needs of her clients' families. This comprehensive strategy ensures that every financial decision aligns with broader life goals, keeping her 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 Susan Outside of work, Susan's life revolves around her family, including her husband, Jake, and their two young children, Emma and Ben. They enjoy spending time together cooking and walking with their dog, Kacey. When she's not at the office, you'll likely find Susan cheering on her favorite teams, or pursuing her hobbies, including recreational sports, traveling, and exploring new foods. CONTACT SUSAN 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 Susan 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