Kelly Ennis (CFP®, ChFC®, EA)
Kelly Ennis focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- AUM
- Business Owners
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
Planning Specialties
We work with clients to efficiently use their resources to fund education and retirement goals.
Additional Information
Infinity Financial Strategies, LLC is a fee-only financial planning firm that specializes in working with families balancing the competing demands on their finances such as funding college while planning for retirement. We clarify financial goals, building a vision for the family’s financial future. We devise a strategy aligned with the family’s values and priorities and the family’s feelings about money. Every plan is unique because every family is unique.
NAPFA Start Date
March 16, 2018
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