Case Studies

Infinium's Denver financial advisors serve primarily three groups of investors: Emerging Affluent, Senior Executives, and Pre-Retirees. Although there are commonalities between their situations, each investor has unique needs that deserve specialized attention. Realizing this, we have developed our platform and service offerings around providing meaningful and valuable advice to these clients.

In each Case Study, we show the roadblocks to financial planning success that some of our clients have faced, and how Infinium designed a customized strategy to overcome the obstacles.  Each client has a different story, yet they all benefited by partnering with us to find a better path towards their goals.