Financial planning is the core of any client relationship we have, and is the first step we take with any new client. Financial planning gives us the opportunity to dig deep into your financial situation, providing us a complete view of your needs, goals, and potential stumbling blocks. At Infinium Investment Advisors in Denver, we use financial planning to understand our clients at a very deep and personal level, so we can make the best recommendations from the very beginning. The biggest area that the financial plan affects for most clients is the investment strategy. A financial plan gives us a guide of cash inflows and outflows that lets us create a timeline for the investment strategy and create long-term return goals that match the timeline. Additionally, we ask questions to better understand your risk tolerance and what investments are suitable for you and your family.
We are registered investment advisors with over 15 years of investment experience and financial knowledge at our disposal to provide you with an excellent, diversified portfolio. As registered investment advisors (RIAs), we have the entire investable universe at our fingertips to find the best solution to your investment needs. As RIAs, we are also held to a fiduciary standard, putting your well-being before our own. At Infinium, we do not receive commissions for any investment products. Our investment choices are based purely on projected performance and suitability for our clients.
A fulfilling retirement is one financial goal that we all share, yet most of us are unsure or unprepared for it. We have over 15 years of experience helping people from all walks of life reach their retirement goals as one of the top retirement planning firms in Denver. Our retirement planning process is individualized, focusing on the nuances of your personal situation. We analyze income needs, future expenses, and lifelong goals to tell you what is possible, what isn’t, and what you need to do before you retire to make it all come together. We also work with clients to tell them what is realistic, experimenting with different scenarios to help them decide what to sacrifice in retirement to ensure they accomplish what is most important to them.
OUR FINANCIAL ADVISORS | DENVER
Infinium Investment Advisors is a Denver-based financial advising firm. As independent, registered investment advisors (RIAs), we comply with fiduciary standards and pride ourselves in always putting our client's needs before our own. We are fee-only advisors and charge only for our advice. At Infinium, we work with the emerging affluent, young-to-senior execs, business owners, and pre-retirees. We offer wealth management services that include comprehensive financial planning and investment management.
Our focus and dedication to service for our clients is second to none. Our financial advisors work diligently to provide top advice when our clients need it most, and make ourselves available for any questions that arise. At Infinium, we also pride ourselves in our transparency and communication. We eliminate any confusion in the value of the service we are providing our clients, and leave no questions in exactly what we charge for our services.
Our systematic approach at Infinium Investment Advisors is founded on academic research, behavioral finance, and technical interpretations of market movements. It is designed to decrease investment risk without sacrificing the opportunity for growth. We diligently follow the markets, monitoring fear and greed in the marketplace and common perceptions that shape market movements. We search for the highest returning and cheapest investment options that fit our client’s risk/reward profile every day, and adjust our investment choices based on your needs. Our financial planning process identifies the safest passage to our client's goals and dreams, and is the basis of the investment decisions we make for each client.
When clients put their trust in an experienced financial advisor at Infinium, it frees up their time and energy, allowing them to focus on family, career, philanthropic pursuits, and personal development. When you team with us, you gain a partner to do the hard work for you and walk you through your toughest financial decisions. Put our experience and knowledge to work for you and your family and get on the path of reaching your financial independence.