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Shai Gothreau - founder and financial planner of Infinity Financial Services

Welcome!

Start your financial journey with us today!

Infinity Financial Services is a fee-only, fiduciary financial planning firm. Our mission is to empower Gen Z and Millennial individuals and families with the tools, knowledge, and support necessary to navigate their financial future with confidence. We are committed to supporting you at every stage of your financial journey, and it all begins right here!

Services

Build a strategy to pay off your debt in a way that works best for you!

DEBT MANAGEMENT

Reduce stress knowing your assets are in good hands

INVESTMENT MANAGEMENT

Invest in you and your child's future education

EDUCATION PLANNING

Ensure your assets are properly assigned to be passed down to loved ones

ESTATE PLANNING

Identify and minimize potential risks in your financial plan

RISK MANAGEMENT

Invest and save for retirement at any stage of life

RETIREMENT PLANNING

Create a personalized approach to build a portfolio to achieve your goals

ASSET ALLOCATION

Strategize to minimize your tax liability

TAX PLANNING

We are here to assist you in any financial matter

& MORE!

Let's chat- Schedule a call today!

Download my FREE Budgeting Template!

~ Financial success begins with a budget!

As Seen On

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Affiliations

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