Strong Relationships. Customized Approach. Infinite Financial Opportunities.
With a strong commitment to ethics and integrity, our clients become a part of our family. As your financial advisor, we work hard to build a long-lasting partnership with you.
We have a team with vast skills under one roof. This level of unique experience and collaboration allows us to offer well-rounded strategies, to help you achieve your goals. We strive to ensure our solutions balance your risk profile with your financial objectives to deliver an achievable financial plan you can feel confident in.
Here’s what to expect when working with us:
Combined, we have over 100 years of combined financial experience. We are Independent by choice, and always offer you recommendations that are in your best interest.
We want to change the way people view their finances. From educational workshops and our learning center to our newsletters and personalized videos, we're committed to being a leading educator for financial services to keep you informed.
We’re the type of group you enjoy being around and also trust with your financial future. Being comfortable with your advisor and your financial plan are critical for success. From the moment you walk in the door, your experience will be warm and personal.
Giving back to our community is a foundational necessity for the team at Infinity. Over the years, we have contributed to numerous local organizations and groups, helping them to also realize their goals.
We also host periodic events just for fun to say Thank You to our clients and show them how much we appreciate their trust and confidence in our team.
by Linda Ellis
I read of a man who stood to speak
At the funeral of a friend
He referred to the dates on her tombstone
From the beginning to the end
He noted that first came the date of her birth
And spoke the following date with tears,
But said what mattered most of all
Was the dash between those years
For that dash represents all the time
That she spent alive on earth.
An now only those who loved her
Know what that little line is worth.
For it matters not how much we own;
The cars, the house, the cash,
What matters is how we live and love
And how we spend our dash.