Infinity Strategic Partners

I am privileged & grateful to be receiving this year’s Equitable Advisors Honor Associate award. This award is given to an advisor that is the “whole” person; they exhibit a servant-leader attitude in the company, in their branch, in the community, and with their families. Thank you to all those that I am able to serve alongside both at the office and in the community.

As a financial advisor, Wendy Baum is dedicated to helping retirees like Beth McCormack adapt to the challenges posed by climate change. By recommending strategic renting and practicing a move in disaster-prone areas before making a purchase, she aims to provide flexibility and financial security. Wendy's goal is to ensure her clients make informed decisions about insurance and healthcare, while exploring options in states like South Carolina, Florida, or California. For more on this topic from Wendy Baum, read the entire article here: https://www.barrons.com/articles/florida-retirees-climate-change-raises-costs-cc07c398?mod=googlenewsfeed&st=gjcY2a

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

Who Is Your Trusted Contact? This investment account question is vital and answered as early as possible.

Great insight and personal message from [email protected]:

https://www.linkedin.com/pulse/embracing-success-mindset-shift-brian-fisher-cdfa--r4osc/

Live For Today, Plan For Tomorrow Infinity Strategic Partners is a group of seasoned financial advisors who work with clients to balance current monetary needs with savings and planning strategies for the future. Infinity was founded in 2011 by the partners who shared a vision for helping people achieve their financial goals through...

Proud to be part of the Equitable team! Just returned from our Diversity conference in Charlotte to focus on seeing each client through their lens. True planning starts with a strong understanding of each person’s story and dreams for the future. Thank you to our team at Headquarters for making diversity an important focus to our mission!