About Infinity Financial Services
Infinity Financial Services is a fee-only, fiduciary financial planning firm based in Dallas, Texas servicing clients nationwid. We specialize in helping millennials and Gen Z professionals make confident financial decisions, from budgeting and investing to retirement planning and life transitions. Our personalized approach focuses on education, empowerment, and long-term financial success.
Meet the Founder
Hi there! My name is Shai Gothreau and I'm the founder and financial planner at Infinity Financial Services. I discovered my passion for helping people with their personal finances in college where I worked in financial aid. I assisted students and parents with navigating the complexities of college planning and witnessed how financial stress has such a huge impact on people's lives. This experience made me realize how crucial it is to be financially prepared and how important it is to be a financial resource. After graduating college, I worked in Corporate America for 6 years, and in 2023 I decided to pursue my passion to help people with their personal finances through financial planning.
I'm originally from the small town in Connecticut but currently live in Dallas, Texas. In my spare time, I enjoy cooking, traveling, reading, and working out.
Who We Serve
Wealth
Accumulators
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Little to no invested assets but motivated to building wealth​
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Early to mid career professionals ready to create a long-term strategy
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Consistent savers who want structure, accountability, and disciplined growth
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Navigating life transitions such as getting married, buying a home, and starting a family
Next-Gen Inheritors
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Recently inherited, expecting to inherit, or navigating a sudden wealth event
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Balancing personal goals with family legacy expectations
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navigating complexities such as trusts, distributions, tax implications, and multi-generational planning
Corporate Professionals
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High income W-2 earners with growing compensation
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Managing equity compensation (RSU, stock options, deferred comp)
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Seeking balance in life without financial stress
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Looking to optimize taxes, benefits, and retirement strategies
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~ Financial success begins with a budget!