Ownership & worksite Services
For owners
Infinitive can help you plan for your business ownership in order to maximize its value to you. Whether it is helping you to design retirement plan options, structure buy-sell agreements, or simply set up employee benefits for your team, we can provide solutions that align with our innovative platform.
Moreover, our services integrate your business equity, liabilities, and risk exposures into your personal planning to provide a truly comprehensive approach to charting your course through the financial landscape.
Best of all, you can leverage our platform to access what you need either through our Financial Guide Services or Infinitive Navigator offerings.
blue sky
A FINANCIAL WORKSITE PROGRAM by INFINITIVE
Are you looking for an option to help your team that will be distinctive from all the others; an option that will actually move the needle?
With our BLUE SKY worksite program, we can deliver a full-scale, purpose-oriented program, that places your team members financial development at the forefront.
We go beyond simply providing retirement plans to truly embracing the entirely of your organization, its structure, and the needs of your team members. Our approach in working with them is holistic and on-going.
Through BLUE SKY, you can bring the Infinitive wealth management experience to everyone, at every level of your organization.