Investing is the foundation of a sound financial plan. We work with you to develop a custom strategy to meet your needs while adhering to your risk tolerance and personal values. There's more to a financial plan than numbers. We help you identify your financial and non-financial goals, outline the best path to achieve them, and track your progress until
John Mul —
I have worked with Pat of Infinity Financial Planning, He was extremely helpful and I would recommend him to anyone looking