Search Results
64 results found with an empty search
- CONTACT | Infinitas KC
It's time to accomplish your financial goals. Schedule a complimentary discovery call with one of our Infinitas financial advisors and start your journey to pursue the financial well-being you deserve. CONTACT US Monday - Friday 8:00 AM - 5:00 PM 10801 Mastin St, Ste. 370 Overland Park, KS 66210 (913) 563-7300 info@infinitaskc.com First Name Last Name Email Phone Message Send Thanks for submitting!
- Michelle Poston | Infinitas KC
(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
- Blog | Infinitas KC
All Posts Retirement Family Social Security Estate Planning Financial Habits Taxes Cyber Security Charitable Giving Education May 29 Checklist: Countdown to Retirement There’s a lot to consider as you prepare for retirement. These retirement checklists are designed to help keep you on track. May 29 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. Jan 12 Handling Market Volatility Even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Jan 12 What You Need To Know About Donor-Advised Funds A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time. Jan 12 Avoiding Common Errors Surrounding RMDs In order to handle RMDs effectively, an understanding of the rules—and common RMD errors people make—can be beneficial. Jan 12 Stay On Track: 10 Tips For Midyear Financial Planning Use these 10 guidelines to ensure that your spending and investing are on track—and to avoid any surprises come December. Jan 12 Designating A Beneficiary: What You Need To Know Designating a beneficiary on retirement accounts is one of the most important retirement planning tasks. Jan 12 Debt Management In A Healthy Financial Plan Wise debt management is a key component of healthy and effective financial planning. Jan 12 Reviewing Your Tax Planning Strategies Minimizing your income taxes requires a regular review of your financial picture and the tax planning strategies available to you. Jan 12 Smart Tax Planning Strategies Now is the perfect time to evaluate some effective strategies that could help reduce your current and future taxes. Jan 12 How To Protect Yourself From Tax Identity Theft Tax Identity Theft is a growing problem, and we want to help you keep your information and identity safe. Jan 11 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. Jan 11 Financial Planning Considerations for Single Women Whether you are newly divorced, widowed, or single by choice, the following tips could help you shore up your financial security. Jan 11 Financial Planning for Women: Taking Control of your Finances As a woman, you have financial needs that are unique to your situation in life. Here are some considerations to make. Jan 11 Financial Planning for Women: What to Know After the Death of a Spouse Women, here are some financial considerations to make after experiencing the death of a spouse. Jan 11 Retirement Planning For Women Women often face special challenges when planning for retirement. To meet these challenges, here are considerations to make. Jan 11 Getting the Upper Hand on Debt One thing most Americans have in common is that they carry some form of debt. Here are some ways to get the upper hand. Jan 11 5 Positive Financial Habits For Retirement To Adopt Today Adopting good financial habits is a must for plotting a successful retirement journey. Jan 11 10 Reasons to Save For Retirement Whether or not you’re prepared, it will be time to retire before you know it. Here are 10 reasons to make saving for retirement a priority. Jan 11 Is The Roth 401(k) Right For Me? How do you know if you should be contributing to a Roth 401(k)? This post discusses considerations you should make. Jan 11 Four Reasons Why You Should Consolidate Your Retirement Accounts Let’s look at four reasons why consolidating your retirement plan accounts may be helpful for you. Jan 11 5 IRA Misconceptions and How You Can Make the More Informed Choice Here are five common IRA misconceptions, as well as tips for making a more informed choice. Jan 11 5 Ways to Save For Retirement With careful planning and discipline, it is possible to save for a comfortable retirement. Jan 11 The Importance of Estate Planning Estate planning is vital to ensure that your assets are distributed according to your wishes and that your loved ones are taken care of. 1 2