I believe in placing your best interests first. Therefore, I am proud to commit to the following five fiduciary principles: I will always put your best interests first. I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional. I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts. I will avoid conflicts of interest. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.I established Infinity Financial Strategies to help busy families design workable strategies to pursue their ideal financial futures.
Together with my clients, we work on strategies to manage the entire financial picture. By looking at the complete financial picture we are able to use strategies that benefit the family in the near and long term. We integrate areas such as education and retirement funding, estate planning and tax planning and funding the family’s current or desired lifestyle into their comprehensive financial plan.
As an independent, fee-only advisor I am free to give objective advice. There is no pressure to recommend one solution over another. There are no commissions or hidden fees. All fees are clearly disclosed up front in our planning process. You can view our fees here.
As a fiduciary I will act in your financial best interest. You can see the fiduciary oath here.