Financial Planning for Gen Z and Millennials
Start your financial journey with us today!
Infinity Financial Services is a fee-only, fiduciary financial planning firm based in Dallas, TX and serving clients nationwide. 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!
Who We Serve
Wealth
Accumulators
-
Little to no invested assets but motivated to building wealth​
-
Early to mid career professionals ready to create a long-term strategy
-
Consistent savers who want structure, accountability, and disciplined growth
-
Navigating life transitions such as getting married, buying a home, and starting a family
Next-Gen Inheritors
-
Recently inherited, expecting to inherit, or navigating a sudden wealth event
-
Balancing personal goals with family legacy expectations
-
navigating complexities such as trusts, distributions, tax implications, and multi-generational planning
Corporate Professionals
-
High income W-2 earners with growing compensation
-
Managing equity compensation (RSU, stock options, deferred comp)
-
Seeking balance in life without financial stress
-
Looking to optimize taxes, benefits, and retirement strategies
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!
As Seen On
Affiliations
Download my FREE Budgeting Template!
~ Financial success begins with a budget!